+260.6%
SNDU vs AR
-0.9%
+261.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.7% | +24.3% | +22.9% |
| 7D | +35.2% | +2.5% | +32.7% | +38.7% |
| 30D | +50.8% | +14.8% | +36.0% | +71.5% |
| 3M | -43.2% | +6.2% | -49.4% | -35.1% |
| All | +260.6% | -0.9% | +261.5% | +267.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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