+10.7%
SNDU vs ACWI
+12.5%
-1.8%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.7% | -17.5% | -28.0% |
| 7D | -48.0% | -0.5% | -47.6% | -45.8% |
| 30D | -66.4% | -1.6% | -64.8% | -60.7% |
| 3M | -58.7% | -1.3% | -57.4% | -53.4% |
| 6M | -68.6% | +5.8% | -74.4% | -70.7% |
| All | +10.7% | +12.5% | -1.8% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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