+2,684.0%
SNDK vs IGV
-1.8%
+2,685.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.2% | +14.1% | +12.6% |
| 7D | +17.2% | -4.5% | +21.7% | +18.9% |
| 30D | +28.8% | +3.2% | +25.6% | +26.9% |
| 3M | -1.1% | +4.5% | -5.6% | -0.3% |
| 6M | +190.5% | +22.1% | +168.3% | +161.6% |
| YTD | +633.0% | -1.0% | +634.0% | +918.8% |
| 1Y | +2,684.0% | -2.1% | +2,686.1% | +4,117.5% |
| All | +2,684.0% | -1.8% | +2,685.8% | +4,117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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