+4,601.6%
SNDK vs IWD
+34.0%
+4,567.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.2% |
| 7D | +8.8% | -2.3% | +11.2% | +16.2% |
| 30D | +33.2% | -1.8% | +34.9% | +39.0% |
| 3M | +3.0% | +8.0% | -5.0% | -19.7% |
| 6M | +173.5% | +17.0% | +156.5% | +70.8% |
| YTD | +613.0% | +21.3% | +591.8% | +304.9% |
| 1Y | +2,189.8% | +27.9% | +2,161.8% | +1,055.2% |
| All | +4,601.6% | +34.0% | +4,567.6% | +2,428.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling