+10.7%
SNDU vs IJH
+11.2%
-0.5%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.6% | -16.4% | -19.8% |
| 7D | -48.0% | +1.7% | -49.7% | -53.6% |
| 30D | -66.4% | +1.2% | -67.7% | -68.9% |
| 3M | -58.7% | -3.4% | -55.3% | -46.3% |
| 6M | -68.6% | +3.7% | -72.3% | -66.2% |
| All | +10.7% | +11.2% | -0.5% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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