+125.9%
SNDR vs SPY
+279.0%
-153.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.2% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | -4.1% | +0.1% | -4.1% | -4.1% |
| 3M | -5.3% | +2.0% | -7.3% | -6.9% |
| 6M | +24.9% | +13.0% | +11.9% | +13.3% |
| YTD | +33.0% | +13.5% | +19.4% | +20.3% |
| 1Y | +43.4% | +20.0% | +23.5% | +24.3% |
| 3Y | +25.6% | +77.2% | -51.6% | -20.1% |
| 5Y | +63.8% | +81.9% | -18.1% | +1.1% |
| All | +125.9% | +279.0% | -153.1% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling