+4,601.6%
SNDK vs IBM
-4.8%
+4,606.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -4.0% |
| 7D | +8.8% | -0.3% | +9.1% | +8.9% |
| 30D | +33.2% | -1.8% | +35.0% | +33.3% |
| 3M | +3.0% | -13.5% | +16.5% | +3.3% |
| 6M | +173.5% | -5.1% | +178.6% | +160.6% |
| YTD | +613.0% | -19.4% | +632.4% | +628.6% |
| 1Y | +2,189.8% | -6.5% | +2,196.3% | +1,953.8% |
| All | +4,601.6% | -4.8% | +4,606.5% | +4,078.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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