+527.9%
SNDK vs IRE
-97.8%
+625.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -13.5% | +9.4% | -0.7% |
| 7D | +16.2% | +11.1% | +5.1% | +10.9% |
| 30D | -36.8% | -75.2% | +38.4% | -15.6% |
| 3M | -30.3% | -86.4% | +56.1% | +4.1% |
| 6M | -35.4% | -94.8% | +59.4% | +6.0% |
| YTD | +294.9% | -93.3% | +388.2% | +420.9% |
| 1Y | +231.1% | -97.5% | +328.6% | +419.6% |
| All | +527.9% | -97.8% | +625.7% | +871.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling