+10.7%
SNDU vs IAU
-21.5%
+32.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +3.7% | -19.4% | -23.6% |
| 7D | -48.0% | -0.3% | -47.8% | -47.3% |
| 30D | -66.4% | -1.9% | -64.6% | -64.4% |
| 3M | -58.7% | -0.4% | -58.3% | -60.8% |
| 6M | -68.6% | -10.1% | -58.5% | -59.5% |
| All | +10.7% | -21.5% | +32.2% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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