+4,437.1%
SNDK vs IGV
-4.2%
+4,441.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.7% |
| 7D | -6.1% | -2.9% | -3.2% | -4.3% |
| 30D | +21.5% | -1.5% | +23.0% | +21.7% |
| 3M | -13.2% | +11.7% | -24.9% | -21.6% |
| 6M | +149.2% | +18.4% | +130.8% | +108.7% |
| YTD | +588.1% | -3.9% | +592.0% | +652.9% |
| 1Y | +1,837.5% | -9.7% | +1,847.2% | +2,309.0% |
| All | +4,437.1% | -4.2% | +4,441.3% | +4,959.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling