+2,358.4%
SNDK vs IVV
+27.4%
+2,331.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -4.4% |
| 7D | +6.0% | +2.6% | +3.4% | -1.1% |
| 30D | -36.9% | -2.0% | -34.9% | -30.6% |
| 3M | -42.1% | -2.8% | -39.3% | -35.1% |
| 6M | -38.8% | +2.2% | -41.0% | -38.3% |
| YTD | +272.8% | +11.5% | +261.3% | +204.9% |
| 1Y | +263.3% | +13.5% | +249.9% | +189.2% |
| All | +2,358.4% | +27.4% | +2,331.0% | +1,712.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling