+4,601.6%
SNDK vs IBB
+49.7%
+4,551.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -2.4% |
| 7D | +8.8% | -5.2% | +14.1% | +15.9% |
| 30D | +33.2% | +1.5% | +31.7% | +28.0% |
| 3M | +3.0% | +22.1% | -19.1% | -25.7% |
| 6M | +173.5% | +17.7% | +155.8% | +107.8% |
| YTD | +613.0% | +20.2% | +592.9% | +429.1% |
| 1Y | +2,189.8% | +44.4% | +2,145.3% | +1,231.3% |
| All | +4,601.6% | +49.7% | +4,551.9% | +2,681.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling