+433.2%
SNDK vs IYR
+12.4%
+420.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.1% | -11.0% | -3.9% |
| 7D | -26.2% | +6.9% | -33.1% | -19.5% |
| 30D | -39.1% | +10.2% | -49.4% | -31.3% |
| 3M | -27.3% | -0.3% | -27.0% | -25.7% |
| 6M | -17.4% | +3.6% | -21.0% | -13.3% |
| YTD | +337.0% | +12.5% | +324.5% | +305.6% |
| 1Y | +433.2% | +12.4% | +420.7% | +395.5% |
| All | +433.2% | +12.4% | +420.8% | +395.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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