+10.7%
SNDU vs EFV
+13.4%
-2.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +3.1% | -18.9% | -25.4% |
| 7D | -48.0% | +2.9% | -50.9% | -53.6% |
| 30D | -66.4% | +3.6% | -70.0% | -71.0% |
| 3M | -58.7% | -0.1% | -58.6% | -60.1% |
| 6M | -68.6% | +9.6% | -78.2% | -77.4% |
| All | +10.7% | +13.4% | -2.7% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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