+433.2%
SNDK vs IWD
+33.0%
+400.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.6% | -10.5% | -14.9% |
| 7D | -26.2% | +2.5% | -28.7% | -31.6% |
| 30D | -39.1% | +6.0% | -45.1% | -49.2% |
| 3M | -27.3% | +3.8% | -31.1% | -36.2% |
| 6M | -17.4% | +16.3% | -33.7% | -53.6% |
| YTD | +337.0% | +27.5% | +309.5% | +60.4% |
| 1Y | +433.2% | +32.8% | +400.4% | +58.5% |
| All | +433.2% | +33.0% | +400.1% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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