+10.7%
SNDU vs AMIX
-81.3%
+92.0%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -3.0% | -12.8% | -15.6% |
| 7D | -48.0% | -25.1% | -22.9% | -47.2% |
| 30D | -66.4% | -54.5% | -11.9% | -65.2% |
| 3M | -58.7% | -91.7% | +33.0% | -54.6% |
| 6M | -68.6% | -79.4% | +10.9% | -61.9% |
| All | +10.7% | -81.3% | +92.0% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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