+260.6%
SNDU vs TMF
-14.9%
+275.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.4% | +23.3% | +23.4% |
| 7D | +35.2% | -1.4% | +36.6% | +36.2% |
| 30D | +50.8% | -2.8% | +53.6% | +54.7% |
| 3M | -43.2% | -10.9% | -32.3% | -36.9% |
| All | +260.6% | -14.9% | +275.5% | +323.9% |
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 · Available span rolling