+66.7%
SNXX vs IWD
+22.5%
+44.2%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +2.6% | -18.3% | -26.8% |
| 7D | -47.8% | +2.5% | -50.3% | -54.2% |
| 30D | -66.0% | +6.0% | -72.0% | -75.1% |
| 3M | -57.5% | +3.8% | -61.2% | -66.8% |
| 6M | -66.7% | +16.3% | -83.1% | -88.4% |
| All | +66.7% | +22.5% | +44.2% | -52.9% |
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 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