+6.8%
IEFA vs SNDU
-42.2%
+49.0%
-5.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -44.1% | +41.2% | -1.7% |
| 7D | -1.7% | -67.5% | +65.8% | +1.0% |
| 30D | -1.8% | -80.3% | +78.5% | +2.2% |
| 3M | -4.5% | -74.1% | +69.6% | -2.1% |
| 6M | +1.8% | -85.8% | +87.5% | +2.0% |
| All | +6.8% | -42.2% | +49.0% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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