+4,437.1%
SNDK vs IRM
+19.1%
+4,418.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.0% | -5.5% | -5.6% |
| 7D | -6.1% | -1.4% | -4.7% | -4.7% |
| 30D | +21.5% | -7.4% | +28.9% | +32.2% |
| 3M | -13.2% | -7.4% | -5.8% | -4.4% |
| 6M | +149.2% | +8.7% | +140.5% | +138.3% |
| YTD | +588.1% | +40.9% | +547.1% | +401.5% |
| 1Y | +1,837.5% | +20.5% | +1,817.0% | +1,560.0% |
| All | +4,437.1% | +19.1% | +4,418.0% | +3,275.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling