+4,733.3%
SNDK vs IWD
+36.3%
+4,697.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.7% | +12.6% | +13.9% |
| 7D | +17.2% | -0.3% | +17.4% | +17.7% |
| 30D | +28.8% | +0.6% | +28.3% | +25.4% |
| 3M | -1.1% | +7.2% | -8.3% | -20.5% |
| 6M | +190.5% | +16.2% | +174.3% | +85.9% |
| YTD | +633.0% | +23.3% | +609.7% | +296.7% |
| 1Y | +2,684.0% | +29.6% | +2,654.4% | +1,251.8% |
| All | +4,733.3% | +36.3% | +4,697.0% | +2,376.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling