+260.6%
SNDU vs APD
+8.3%
+252.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.0% | +24.6% | +24.1% |
| 7D | +35.2% | -2.2% | +37.4% | +36.8% |
| 30D | +50.8% | +2.1% | +48.7% | +46.1% |
| 3M | -43.2% | +7.2% | -50.3% | -50.6% |
| All | +260.6% | +8.3% | +252.4% | +239.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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