+260.6%
SNDU vs IAG
-5.5%
+266.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -2.2% | +25.8% | +25.7% |
| 7D | +35.2% | -0.5% | +35.7% | +34.8% |
| 30D | +50.8% | +28.9% | +21.9% | +8.0% |
| 3M | -43.2% | +19.1% | -62.3% | -55.1% |
| All | +260.6% | -5.5% | +266.2% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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 · Available span rolling