+61.8%
ARM vs SNDU
-31.0%
+92.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +12.2% | -5.5% | +4.0% |
| 7D | -5.3% | -38.6% | +33.2% | +2.7% |
| 30D | -30.0% | -73.9% | +43.8% | -10.7% |
| 3M | -34.1% | -61.1% | +27.0% | -24.4% |
| 6M | -12.6% | -86.0% | +73.3% | +9.4% |
| All | +61.8% | -31.0% | +92.8% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 3y: compounded portfolio wealth divided by compounded SNDU 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…
3y analysis · Full analysis span regression · 6 months rolling