+4,800.5%
SNDK vs IWM
+31.1%
+4,769.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +4.6% |
| 7D | +13.6% | -1.1% | +14.7% | +16.5% |
| 30D | +42.5% | -3.1% | +45.6% | +53.3% |
| 3M | +7.1% | +2.2% | +4.9% | +6.2% |
| 6M | +199.7% | +15.1% | +184.6% | +134.6% |
| YTD | +643.2% | +18.6% | +624.6% | +450.3% |
| 1Y | +2,402.0% | +24.0% | +2,378.0% | +1,672.3% |
| All | +4,800.5% | +31.1% | +4,769.3% | +3,220.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling