+4,733.3%
SNDK vs IVV
+29.7%
+4,703.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.4% | +12.3% | +13.1% |
| 7D | +17.2% | +0.1% | +17.1% | +16.5% |
| 30D | +28.8% | +0.1% | +28.8% | +28.3% |
| 3M | -1.1% | +2.0% | -3.1% | -3.4% |
| 6M | +190.5% | +13.0% | +177.4% | +120.2% |
| YTD | +633.0% | +13.6% | +619.4% | +448.2% |
| 1Y | +2,684.0% | +20.1% | +2,663.9% | +1,820.1% |
| All | +4,733.3% | +29.7% | +4,703.6% | +3,158.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling