+71.1%
ASX vs SNDU
-33.0%
+104.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -11.4% | +9.4% | +0.4% |
| 7D | +12.4% | +9.0% | +3.4% | +9.6% |
| 30D | -19.8% | -67.4% | +47.6% | -2.9% |
| 3M | -10.3% | -75.6% | +65.3% | +11.4% |
| 6M | +1.2% | -84.0% | +85.2% | +21.0% |
| All | +71.1% | -33.0% | +104.1% | +54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling