+4,437.1%
SNDK vs IR
-19.9%
+4,456.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.3% |
| 7D | -6.1% | -4.5% | -1.6% | -2.4% |
| 30D | +21.5% | -13.9% | +35.4% | +37.8% |
| 3M | -13.2% | -0.3% | -12.8% | -13.8% |
| 6M | +149.2% | -14.3% | +163.5% | +182.7% |
| YTD | +588.1% | -7.9% | +595.9% | +601.4% |
| 1Y | +1,837.5% | -9.9% | +1,847.4% | +1,932.5% |
| All | +4,437.1% | -19.9% | +4,456.9% | +5,175.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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