+260.6%
SNDU vs IEF
-1.8%
+262.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | 0.0% | +23.7% | +23.8% |
| 7D | +35.2% | -0.3% | +35.4% | +37.3% |
| 30D | +50.8% | -0.8% | +51.6% | +57.1% |
| 3M | -43.2% | -1.0% | -42.2% | -40.2% |
| All | +260.6% | -1.8% | +262.4% | +313.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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