-28.4%
SNDU vs ACWI
+10.8%
-39.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -0.3% | -11.1% | -9.3% |
| 7D | +9.0% | +2.4% | +6.5% | -7.1% |
| 30D | -67.4% | -1.7% | -65.8% | -55.4% |
| 3M | -75.6% | -3.9% | -71.7% | -60.8% |
| 6M | -84.0% | +0.8% | -84.8% | -77.5% |
| All | -28.4% | +10.8% | -39.2% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling