-1.4%
PG vs SNDU
+165.7%
-167.1%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.8% | +10.4% | +0.3% |
| 7D | -0.2% | -21.3% | +21.0% | -0.8% |
| 30D | +1.1% | -15.7% | +16.8% | +0.9% |
| 3M | -1.6% | -62.9% | +61.3% | -2.5% |
| 6M | -1.5% | +153.3% | -154.9% | -4.4% |
| All | -1.4% | +165.7% | -167.1% | -4.6% |
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 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