+10.7%
SNDU vs ADVB
-57.3%
+68.0%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -4.5% | -11.2% | -15.5% |
| 7D | -48.0% | -29.5% | -18.5% | -46.7% |
| 30D | -66.4% | -66.9% | +0.5% | -64.8% |
| 3M | -58.7% | -73.7% | +15.0% | -56.8% |
| 6M | -68.6% | -64.8% | -3.8% | -66.7% |
| All | +10.7% | -57.3% | +68.0% | +24.8% |
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 · 6 months rolling