+691.2%
SNPS vs IWD
+212.1%
+479.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.0% | +1.7% | +1.6% |
| 7D | +0.2% | +1.3% | -1.1% | -1.0% |
| 30D | -8.4% | +3.6% | -12.0% | -11.6% |
| 3M | +12.3% | +2.3% | +9.9% | +9.6% |
| 6M | -9.6% | +13.0% | -22.6% | -20.3% |
| YTD | -0.6% | +26.2% | -26.8% | -21.5% |
| 1Y | +18.7% | +30.5% | -11.8% | -9.4% |
| 3Y | -7.6% | +86.2% | -93.8% | -49.3% |
| 5Y | +34.1% | +72.9% | -38.8% | -20.1% |
| 10Y | +691.2% | +205.0% | +486.2% | +201.9% |
| All | +691.2% | +212.1% | +479.1% | +201.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling