+10.7%
SNDU vs AEE
+4.9%
+5.8%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +2.5% | -18.2% | -10.2% |
| 7D | -48.0% | +4.7% | -52.7% | -41.4% |
| 30D | -66.4% | +13.4% | -79.8% | -55.4% |
| 3M | -58.7% | +4.1% | -62.8% | -53.1% |
| 6M | -68.6% | +2.0% | -70.6% | -59.8% |
| All | +10.7% | +4.9% | +5.8% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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