+2,684.0%
SNDK vs IRM
+34.4%
+2,649.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.6% | +10.3% | +10.1% |
| 7D | +17.2% | -0.5% | +17.6% | +17.7% |
| 30D | +28.8% | -8.1% | +36.9% | +41.8% |
| 3M | -1.1% | -9.7% | +8.5% | +11.3% |
| 6M | +190.5% | +10.0% | +180.5% | +180.8% |
| YTD | +633.0% | +43.0% | +590.0% | +449.7% |
| 1Y | +2,684.0% | +32.7% | +2,651.3% | +2,346.1% |
| All | +2,684.0% | +34.4% | +2,649.6% | +2,346.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling