+4,601.6%
SNDK vs IAG
+204.4%
+4,397.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -3.2% |
| 7D | +8.8% | -4.1% | +12.9% | +10.5% |
| 30D | +33.2% | +10.6% | +22.5% | +27.1% |
| 3M | +3.0% | +35.4% | -32.4% | -9.6% |
| 6M | +173.5% | -9.5% | +183.0% | +172.3% |
| YTD | +613.0% | +21.8% | +591.2% | +522.0% |
| 1Y | +2,189.8% | +84.1% | +2,105.6% | +1,691.4% |
| All | +4,601.6% | +204.4% | +4,397.2% | +3,200.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling