-95.2%
SNDQ vs IBN
+4.7%
-99.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.9% | +5.0% | +5.8% |
| 7D | +11.6% | -3.0% | +14.6% | +13.3% |
| 30D | -45.1% | -1.5% | -43.6% | -44.6% |
| 3M | -68.6% | +7.9% | -76.5% | -69.0% |
| All | -95.2% | +4.7% | -99.9% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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 · Available span rolling