+1,837.5%
SNDK vs IBKR
+46.7%
+1,790.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.2% | -5.7% | -6.2% |
| 7D | -6.1% | -1.3% | -4.8% | -4.7% |
| 30D | +21.5% | -0.2% | +21.7% | +20.1% |
| 3M | -13.2% | +3.0% | -16.1% | -16.2% |
| 6M | +149.2% | +33.9% | +115.3% | +69.7% |
| YTD | +588.1% | +42.5% | +545.6% | +291.1% |
| 1Y | +1,837.5% | +44.9% | +1,792.7% | +1,052.9% |
| All | +1,837.5% | +46.7% | +1,790.8% | +1,052.9% |
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