+433.2%
SNDK vs IEF
-1.9%
+435.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.5% | -8.5% | -8.0% |
| 7D | -26.2% | +0.9% | -27.0% | -26.4% |
| 30D | -39.1% | +3.1% | -42.2% | -41.3% |
| 3M | -27.3% | -1.4% | -26.0% | -24.7% |
| 6M | -17.4% | -1.6% | -15.8% | -13.9% |
| YTD | +337.0% | -2.1% | +339.1% | +379.1% |
| 1Y | +433.2% | -2.0% | +435.2% | +479.5% |
| All | +433.2% | -1.9% | +435.1% | +479.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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