+2,684.0%
SNDK vs IVZ
+56.4%
+2,627.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.1% | +10.8% | +10.8% |
| 7D | +17.2% | +0.6% | +16.5% | +16.5% |
| 30D | +28.8% | +4.0% | +24.8% | +24.1% |
| 3M | -1.1% | +18.2% | -19.3% | -13.8% |
| 6M | +190.5% | +32.8% | +157.6% | +127.8% |
| YTD | +633.0% | +28.7% | +604.3% | +446.6% |
| 1Y | +2,684.0% | +55.4% | +2,628.6% | +1,440.1% |
| All | +2,684.0% | +56.4% | +2,627.6% | +1,440.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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