+4,437.1%
SNDK vs IEF
+4.3%
+4,432.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.6% |
| 7D | -6.1% | -1.3% | -4.8% | -6.9% |
| 30D | +21.5% | -1.7% | +23.2% | +20.3% |
| 3M | -13.2% | -2.5% | -10.7% | -14.5% |
| 6M | +149.2% | -3.3% | +152.5% | +140.8% |
| YTD | +588.1% | -2.8% | +590.9% | +575.1% |
| 1Y | +1,837.5% | -2.7% | +1,840.3% | +1,801.1% |
| All | +4,437.1% | +4.3% | +4,432.7% | +5,422.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling