+4,437.1%
SNDK vs IYR
+9.1%
+4,428.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -4.0% |
| 7D | -6.1% | -1.4% | -4.8% | -5.3% |
| 30D | +21.5% | -2.7% | +24.2% | +23.5% |
| 3M | -13.2% | -2.1% | -11.1% | -14.4% |
| 6M | +149.2% | +3.6% | +145.6% | +124.3% |
| YTD | +588.1% | +8.1% | +579.9% | +466.8% |
| 1Y | +1,837.5% | +4.7% | +1,832.8% | +1,592.2% |
| All | +4,437.1% | +9.1% | +4,428.0% | +4,180.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling