+1,033.8%
SNDK vs IRE
-85.3%
+1,119.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.8% | +3.8% | -2.3% |
| 7D | +8.8% | +7.9% | +0.9% | +6.8% |
| 30D | +33.2% | +9.3% | +23.9% | +27.6% |
| 3M | +3.0% | -52.3% | +55.3% | +10.4% |
| 6M | +173.5% | -38.5% | +212.0% | +159.9% |
| YTD | +613.0% | -54.8% | +667.9% | +530.4% |
| All | +1,033.8% | -85.3% | +1,119.0% | +1,076.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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