-91.0%
SNDQ vs IBKR
+0.9%
-91.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.5% | +14.7% | +16.6% |
| 7D | +66.1% | -6.8% | +72.9% | +47.6% |
| 30D | +122.5% | -12.5% | +135.1% | +76.2% |
| 3M | +11.6% | -12.0% | +23.6% | -5.9% |
| 6M | -82.2% | -4.5% | -77.7% | -78.7% |
| All | -91.0% | +0.9% | -91.9% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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