+4,601.6%
SNDK vs IWM
+29.8%
+4,571.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.0% | -1.7% |
| 7D | +8.8% | -2.5% | +11.4% | +15.5% |
| 30D | +33.2% | -4.4% | +37.6% | +47.8% |
| 3M | +3.0% | +2.2% | +0.8% | +2.4% |
| 6M | +173.5% | +14.0% | +159.5% | +118.8% |
| YTD | +613.0% | +17.4% | +595.7% | +440.7% |
| 1Y | +2,189.8% | +22.9% | +2,166.8% | +1,556.3% |
| All | +4,601.6% | +29.8% | +4,571.8% | +3,162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWM.
Daily Out/Under-Performance
Portfolio return minus IWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWM 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 IWM 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