+4,800.5%
SNDK vs IVZ
+86.9%
+4,713.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +2.2% |
| 7D | +13.6% | +1.2% | +12.4% | +12.4% |
| 30D | +42.5% | +1.8% | +40.7% | +40.2% |
| 3M | +7.1% | +15.7% | -8.6% | -4.3% |
| 6M | +199.7% | +36.3% | +163.3% | +132.2% |
| YTD | +643.2% | +24.9% | +618.3% | +504.0% |
| 1Y | +2,402.0% | +48.9% | +2,353.1% | +1,670.6% |
| All | +4,800.5% | +86.9% | +4,713.6% | +2,638.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling