+10.7%
SNDU vs TMF
-16.1%
+26.8%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +2.5% | -18.2% | -15.6% |
| 7D | -48.0% | +4.0% | -52.0% | -48.1% |
| 30D | -66.4% | +19.5% | -85.9% | -69.2% |
| 3M | -58.7% | -3.5% | -55.2% | -56.0% |
| 6M | -68.6% | -10.6% | -58.0% | -63.1% |
| All | +10.7% | -16.1% | +26.8% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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