+368.8%
SNXX vs IWD
+17.6%
+351.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.9% | -7.9% | -11.9% |
| 7D | -12.0% | -0.8% | -11.2% | -8.6% |
| 30D | +37.9% | -0.8% | +38.8% | +39.2% |
| 3M | -52.7% | +6.9% | -59.6% | -73.4% |
| 6M | +194.8% | +18.3% | +176.5% | -11.4% |
| All | +368.8% | +17.6% | +351.2% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling