+260.6%
SNDU vs ADVB
+89.7%
+170.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.7% | +24.3% | +23.6% |
| 7D | +35.2% | -3.8% | +38.9% | +35.2% |
| 30D | +50.8% | +17.6% | +33.2% | +49.8% |
| 3M | -43.2% | +119.1% | -162.3% | -39.1% |
| All | +260.6% | +89.7% | +170.9% | +285.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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 · Available span rolling