+448.0%
SNXX vs IWD
+16.9%
+431.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +6.0% |
| 7D | +27.3% | -1.2% | +28.5% | +34.1% |
| 30D | +89.3% | -1.6% | +90.9% | +100.5% |
| 3M | -29.6% | +7.0% | -36.6% | -60.3% |
| 6M | +324.4% | +17.0% | +307.5% | +36.5% |
| All | +448.0% | +16.9% | +431.1% | +100.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling