+433.2%
SNDK vs IGV
-8.7%
+441.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.9% | -8.8% | -8.1% |
| 7D | -26.2% | -7.5% | -18.7% | -24.9% |
| 30D | -39.1% | -5.6% | -33.5% | -38.3% |
| 3M | -27.3% | +1.5% | -28.9% | -27.1% |
| 6M | -17.4% | +17.1% | -34.5% | -19.1% |
| YTD | +337.0% | -2.0% | +339.0% | +529.0% |
| 1Y | +433.2% | -7.5% | +440.7% | +882.9% |
| All | +433.2% | -8.7% | +441.8% | +882.9% |
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