+28.2%
BLK vs SNDU
-42.2%
+70.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -44.1% | +39.7% | -3.9% |
| 7D | -0.5% | -67.5% | +67.0% | +0.4% |
| 30D | +8.5% | -80.3% | +88.7% | +9.7% |
| 3M | +3.8% | -74.1% | +77.9% | +4.5% |
| 6M | +12.8% | -85.8% | +98.6% | +11.2% |
| All | +28.2% | -42.2% | +70.4% | +14.1% |
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