+4,800.5%
SNDK vs IAU
+50.6%
+4,749.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.9% |
| 7D | +13.6% | +0.2% | +13.4% | +13.3% |
| 30D | +42.5% | +0.2% | +42.3% | +41.7% |
| 3M | +7.1% | +3.3% | +3.9% | +4.5% |
| 6M | +199.7% | -14.6% | +214.2% | +218.1% |
| YTD | +643.2% | +1.9% | +641.3% | +606.9% |
| 1Y | +2,402.0% | +20.9% | +2,381.1% | +2,198.1% |
| All | +4,800.5% | +50.6% | +4,749.8% | +3,512.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling