-28.4%
SNDU vs AMIX
-84.1%
+55.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +1.1% | -12.5% | -11.5% |
| 7D | +9.0% | -9.9% | +18.8% | +9.1% |
| 30D | -67.4% | -52.8% | -14.7% | -66.4% |
| 3M | -75.6% | -80.0% | +4.4% | -74.0% |
| 6M | -84.0% | -80.2% | -3.8% | -79.9% |
| All | -28.4% | -84.1% | +55.7% | -11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling