+272.5%
SNDK vs IJR
+19.0%
+253.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -3.8% | -18.5% | -11.8% |
| 7D | -39.4% | -3.2% | -36.2% | -32.4% |
| 30D | -51.4% | -1.0% | -50.5% | -49.2% |
| 3M | -40.3% | -7.4% | -32.9% | -24.8% |
| 6M | -42.7% | +0.2% | -42.9% | -38.8% |
| YTD | +239.7% | +15.3% | +224.4% | +147.3% |
| 1Y | +272.5% | +17.5% | +255.0% | +164.8% |
| All | +272.5% | +19.0% | +253.5% | +164.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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