+214.7%
SNDU vs APA
+36.6%
+178.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.4% | -8.1% | -7.3% |
| 7D | -12.7% | +4.6% | -17.3% | -10.3% |
| 30D | +35.8% | +11.9% | +23.9% | +45.6% |
| 3M | -54.8% | +22.5% | -77.3% | -46.4% |
| All | +214.7% | +36.6% | +178.1% | +374.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 3y: compounded portfolio wealth divided by compounded APA 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…
3y analysis · Full analysis span regression · 6 months rolling