+433.2%
SNDK vs IVZ
+30.5%
+402.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.2% | -12.1% | -11.8% |
| 7D | -26.2% | +2.6% | -28.8% | -27.9% |
| 30D | -39.1% | -3.5% | -35.7% | -36.9% |
| 3M | -27.3% | -7.4% | -19.9% | -21.9% |
| 6M | -17.4% | +14.7% | -32.1% | -23.5% |
| YTD | +337.0% | +14.6% | +322.4% | +265.5% |
| 1Y | +433.2% | +30.7% | +402.5% | +279.9% |
| All | +433.2% | +30.5% | +402.6% | +279.9% |
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