+10.7%
SNDU vs AG
-40.1%
+50.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +9.1% | -24.9% | -25.3% |
| 7D | -48.0% | -2.6% | -45.4% | -46.5% |
| 30D | -66.4% | -12.1% | -54.3% | -61.3% |
| 3M | -58.7% | -6.6% | -52.1% | -57.4% |
| 6M | -68.6% | -20.5% | -48.1% | -61.4% |
| All | +10.7% | -40.1% | +50.7% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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