+2,684.0%
SNDK vs IOT
+14.9%
+2,669.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.7% | +8.2% | +12.6% |
| 7D | +17.2% | -2.3% | +19.5% | +16.6% |
| 30D | +28.8% | +3.8% | +25.0% | +30.0% |
| 3M | -1.1% | +14.2% | -15.3% | +3.7% |
| 6M | +190.5% | +40.1% | +150.3% | +197.6% |
| YTD | +633.0% | +13.4% | +619.6% | +737.1% |
| 1Y | +2,684.0% | +12.2% | +2,671.8% | +3,274.1% |
| All | +2,684.0% | +14.9% | +2,669.1% | +3,274.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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