+272.5%
SNDK vs IBKR
+2.6%
+269.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -6.6% | -15.7% | -14.2% |
| 7D | -39.4% | -11.1% | -28.3% | -28.8% |
| 30D | -51.4% | -19.7% | -31.7% | -36.1% |
| 3M | -40.3% | -18.0% | -22.3% | -24.6% |
| 6M | -42.7% | -13.2% | -29.5% | -30.6% |
| YTD | +239.7% | +13.4% | +226.3% | +171.5% |
| 1Y | +272.5% | +2.0% | +270.5% | +272.2% |
| All | +272.5% | +2.6% | +269.9% | +272.2% |
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