+4,727.7%
SNDK vs IP
-28.7%
+4,756.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.7% |
| 7D | +13.1% | +0.1% | +13.0% | +13.1% |
| 30D | +43.4% | -11.2% | +54.6% | +50.4% |
| 3M | +5.8% | +12.3% | -6.5% | -1.6% |
| 6M | +229.6% | -5.2% | +234.8% | +230.6% |
| YTD | +632.2% | -4.0% | +636.1% | +611.1% |
| 1Y | +2,365.4% | -19.2% | +2,384.6% | +2,578.3% |
| All | +4,727.7% | -28.7% | +4,756.4% | +5,867.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling