+4,437.1%
SNDK vs IBKR
+58.9%
+4,378.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.2% | -5.7% | -5.6% |
| 7D | -6.1% | -1.3% | -4.8% | -5.0% |
| 30D | +21.5% | -0.2% | +21.7% | +20.7% |
| 3M | -13.2% | +3.0% | -16.1% | -15.1% |
| 6M | +149.2% | +33.9% | +115.3% | +91.7% |
| YTD | +588.1% | +42.5% | +545.6% | +394.3% |
| 1Y | +1,837.5% | +44.9% | +1,792.7% | +1,346.8% |
| All | +4,437.1% | +58.9% | +4,378.2% | +2,717.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling