+26.0%
MDB vs SNDU
+3.5%
+22.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -15.8% | +13.7% | -1.6% |
| 7D | -16.5% | -48.0% | +31.5% | -15.1% |
| 30D | -8.6% | -66.4% | +57.8% | -6.7% |
| 3M | -13.6% | -58.7% | +45.1% | -12.0% |
| 6M | +24.1% | -68.6% | +92.7% | +20.7% |
| All | +26.0% | +3.5% | +22.4% | +12.7% |
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