+10.7%
SNDU vs IWD
+24.2%
-13.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +2.6% | -18.4% | -25.6% |
| 7D | -48.0% | +2.5% | -50.6% | -53.7% |
| 30D | -66.4% | +6.0% | -72.4% | -74.6% |
| 3M | -58.7% | +3.8% | -62.5% | -67.0% |
| 6M | -68.6% | +16.3% | -84.9% | -88.8% |
| All | +10.7% | +24.2% | -13.6% | -76.2% |
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