+10.7%
SNDU vs IWF
+5.5%
+5.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.4% | -16.2% | -18.1% |
| 7D | -48.0% | -4.2% | -43.9% | -30.0% |
| 30D | -66.4% | -8.1% | -58.3% | -39.9% |
| 3M | -58.7% | -5.1% | -53.7% | -38.6% |
| 6M | -68.6% | -1.4% | -67.2% | -51.4% |
| All | +10.7% | +5.5% | +5.2% | +28.8% |
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