+4,800.5%
SNDK vs IR
-19.1%
+4,819.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +3.3% |
| 7D | +13.6% | -1.9% | +15.5% | +15.5% |
| 30D | +42.5% | -15.0% | +57.6% | +63.3% |
| 3M | +7.1% | -0.4% | +7.6% | +6.5% |
| 6M | +199.7% | -15.0% | +214.7% | +242.4% |
| YTD | +643.2% | -7.1% | +650.2% | +651.6% |
| 1Y | +2,402.0% | -7.5% | +2,409.6% | +2,459.7% |
| All | +4,800.5% | -19.1% | +4,819.6% | +5,553.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling