+260.6%
SNDU vs AHR
+5.5%
+255.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.9% | +25.5% | +20.5% |
| 7D | +35.2% | -1.5% | +36.6% | +32.9% |
| 30D | +50.8% | -1.4% | +52.2% | +46.5% |
| 3M | -43.2% | +18.6% | -61.7% | -33.6% |
| All | +260.6% | +5.5% | +255.1% | +431.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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