+1,837.5%
SNDK vs IAG
+86.2%
+1,751.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.9% |
| 7D | -6.1% | -1.1% | -5.1% | -5.6% |
| 30D | +21.5% | +12.1% | +9.4% | +13.3% |
| 3M | -13.2% | +25.5% | -38.7% | -24.9% |
| 6M | +149.2% | -7.1% | +156.3% | +146.7% |
| YTD | +588.1% | +22.9% | +565.2% | +427.4% |
| 1Y | +1,837.5% | +83.3% | +1,754.2% | +957.4% |
| All | +1,837.5% | +86.2% | +1,751.3% | +957.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IAG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling