-91.0%
SNDQ vs IWF
-0.8%
-90.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.4% | +14.9% | +17.8% |
| 7D | +66.1% | -4.2% | +70.3% | +32.3% |
| 30D | +122.5% | -8.1% | +130.7% | +42.5% |
| 3M | +11.6% | -5.1% | +16.6% | -10.3% |
| 6M | -82.2% | -1.4% | -80.8% | -76.6% |
| All | -91.0% | -0.8% | -90.2% | -87.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling