+2,684.0%
SNDK vs IBB
+51.5%
+2,632.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.9% | +12.8% | +12.9% |
| 7D | +17.2% | +1.4% | +15.8% | +15.0% |
| 30D | +28.8% | +10.5% | +18.4% | +10.1% |
| 3M | -1.1% | +23.6% | -24.8% | -31.3% |
| 6M | +190.5% | +22.6% | +167.8% | +106.4% |
| YTD | +633.0% | +25.7% | +607.3% | +388.3% |
| 1Y | +2,684.0% | +51.4% | +2,632.6% | +1,103.8% |
| All | +2,684.0% | +51.5% | +2,632.5% | +1,103.8% |
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