-84.0%
SNDU vs AFRM
+0.2%
-84.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -1.1% | -10.3% | -10.3% |
| 7D | +9.0% | -4.4% | +13.4% | +14.7% |
| 30D | -67.4% | -7.7% | -59.8% | -62.6% |
| 3M | -75.6% | -16.9% | -58.8% | -70.3% |
| 6M | -84.0% | +2.5% | -86.5% | -84.4% |
| All | -84.0% | +0.2% | -84.2% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 6mo: compounded portfolio wealth divided by compounded AFRM 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…
6mo analysis · Full analysis span regression · 6 months rolling