+2,288.9%
SNDK vs IP
-31.3%
+2,320.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.5% |
| 7D | -23.7% | 0.0% | -23.7% | -23.3% |
| 30D | -45.6% | +9.4% | -55.0% | -47.6% |
| 3M | -30.5% | -14.1% | -16.5% | -26.2% |
| 6M | -45.0% | +9.2% | -54.1% | -48.4% |
| YTD | +262.3% | -7.5% | +269.8% | +257.0% |
| 1Y | +221.0% | -2.8% | +223.7% | +205.2% |
| All | +2,288.9% | -31.3% | +2,320.2% | +2,895.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling