+4,437.1%
SNDK vs IBN
+3.7%
+4,433.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -3.9% |
| 7D | -6.1% | -3.0% | -3.1% | -5.5% |
| 30D | +21.5% | -1.5% | +23.0% | +21.8% |
| 3M | -13.2% | +7.9% | -21.1% | -15.4% |
| 6M | +149.2% | +8.6% | +140.6% | +140.5% |
| YTD | +588.1% | -0.6% | +588.6% | +567.5% |
| 1Y | +1,837.5% | -7.3% | +1,844.9% | +1,762.4% |
| All | +4,437.1% | +3.7% | +4,433.4% | +4,854.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling