+1,837.5%
SNDK vs IJR
+21.9%
+1,815.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -5.0% |
| 7D | -6.1% | -2.2% | -4.0% | -0.3% |
| 30D | +21.5% | -4.6% | +26.1% | +38.9% |
| 3M | -13.2% | +0.2% | -13.4% | -11.0% |
| 6M | +149.2% | +14.7% | +134.5% | +85.0% |
| YTD | +588.1% | +18.9% | +569.2% | +348.0% |
| 1Y | +1,837.5% | +19.9% | +1,817.6% | +1,176.2% |
| All | +1,837.5% | +21.9% | +1,815.6% | +1,176.2% |
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