+2,684.0%
SNDK vs IAU
+24.6%
+2,659.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +12.6% |
| 7D | +17.2% | -0.5% | +17.7% | +17.5% |
| 30D | +28.8% | +4.4% | +24.4% | +23.4% |
| 3M | -1.1% | -1.1% | -0.1% | -1.2% |
| 6M | +190.5% | -13.7% | +204.2% | +214.2% |
| YTD | +633.0% | +2.7% | +630.3% | +527.6% |
| 1Y | +2,684.0% | +24.6% | +2,659.4% | +1,507.1% |
| All | +2,684.0% | +24.6% | +2,659.4% | +1,507.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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