+2,684.0%
SNDK vs IJR
+25.5%
+2,658.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.4% | +11.5% | +10.8% |
| 7D | +17.2% | -0.2% | +17.3% | +17.7% |
| 30D | +28.8% | -2.4% | +31.3% | +38.6% |
| 3M | -1.1% | +3.9% | -5.1% | -7.3% |
| 6M | +190.5% | +12.4% | +178.1% | +125.6% |
| YTD | +633.0% | +21.5% | +611.5% | +342.9% |
| 1Y | +2,684.0% | +24.0% | +2,660.0% | +1,569.3% |
| All | +2,684.0% | +25.5% | +2,658.5% | +1,569.3% |
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