+260.6%
SNDU vs AGI
-25.0%
+285.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.9% | +25.5% | +24.8% |
| 7D | +35.2% | +0.6% | +34.6% | +34.2% |
| 30D | +50.8% | +18.2% | +32.6% | +32.0% |
| 3M | -43.2% | -4.1% | -39.0% | -42.8% |
| All | +260.6% | -25.0% | +285.6% | +319.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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