+4,437.1%
SNDK vs IWF
+19.7%
+4,417.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -5.2% |
| 7D | -6.1% | -0.9% | -5.2% | -4.2% |
| 30D | +21.5% | -1.7% | +23.2% | +26.5% |
| 3M | -13.2% | +0.7% | -13.9% | -10.9% |
| 6M | +149.2% | +8.6% | +140.6% | +123.9% |
| YTD | +588.1% | +3.5% | +584.6% | +574.5% |
| 1Y | +1,837.5% | +7.0% | +1,830.5% | +1,776.1% |
| All | +4,437.1% | +19.7% | +4,417.4% | +3,647.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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