+2,684.0%
SNDK vs IBKR
+45.1%
+2,638.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.4% | +12.3% | +12.3% |
| 7D | +17.2% | -3.3% | +20.4% | +21.1% |
| 30D | +28.8% | +4.5% | +24.4% | +20.7% |
| 3M | -1.1% | +6.5% | -7.6% | -7.1% |
| 6M | +190.5% | +34.2% | +156.3% | +105.2% |
| YTD | +633.0% | +44.5% | +588.5% | +340.3% |
| 1Y | +2,684.0% | +44.7% | +2,639.3% | +1,842.0% |
| All | +2,684.0% | +45.1% | +2,638.9% | +1,842.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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