+433.2%
SNDK vs IBB
+42.2%
+391.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.6% | -10.5% | -10.3% |
| 7D | -26.2% | +2.2% | -28.4% | -27.7% |
| 30D | -39.1% | +6.3% | -45.5% | -42.4% |
| 3M | -27.3% | +16.3% | -43.6% | -39.8% |
| 6M | -17.4% | +30.0% | -47.4% | -43.5% |
| YTD | +337.0% | +31.1% | +305.9% | +189.4% |
| 1Y | +433.2% | +42.0% | +391.2% | +186.1% |
| All | +433.2% | +42.2% | +391.0% | +186.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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