+2,189.8%
SNDK vs IVV
+17.3%
+2,172.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -1.6% |
| 7D | +8.8% | -2.0% | +10.9% | +18.3% |
| 30D | +33.2% | -1.6% | +34.8% | +42.3% |
| 3M | +3.0% | +4.8% | -1.8% | -11.6% |
| 6M | +173.5% | +12.6% | +160.9% | +78.3% |
| YTD | +613.0% | +11.8% | +601.3% | +370.1% |
| 1Y | +2,189.8% | +17.6% | +2,172.2% | +1,030.8% |
| All | +2,189.8% | +17.3% | +2,172.4% | +1,030.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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