-16.2%
BA vs SNDU
-24.4%
+8.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -8.3% | +6.6% | -1.5% |
| 7D | -0.6% | +30.7% | -31.3% | -1.4% |
| 30D | -8.0% | -67.1% | +59.1% | -6.0% |
| 3M | -25.8% | -65.1% | +39.3% | -24.8% |
| 6M | -27.6% | -82.0% | +54.4% | -29.3% |
| All | -16.2% | -24.4% | +8.2% | -33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling