-91.0%
SNDQ vs IWD
+17.9%
-108.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.6% | +12.7% | +21.2% |
| 7D | +66.1% | +2.5% | +63.6% | +74.0% |
| 30D | +122.5% | +6.0% | +116.6% | +157.7% |
| 3M | +11.6% | +3.8% | +7.8% | +17.1% |
| 6M | -82.2% | +16.3% | -98.5% | -55.9% |
| All | -91.0% | +17.9% | -108.9% | -76.8% |
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