+260.6%
SNDU vs IRM
+11.0%
+249.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.6% | +22.0% | +19.1% |
| 7D | +35.2% | -0.5% | +35.6% | +36.4% |
| 30D | +50.8% | -8.1% | +58.9% | +98.0% |
| 3M | -43.2% | -9.7% | -33.5% | -18.1% |
| All | +260.6% | +11.0% | +249.6% | +257.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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