+260.6%
SNDU vs AS
-10.1%
+270.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +3.6% | +20.0% | +21.1% |
| 7D | +35.2% | -4.9% | +40.1% | +39.4% |
| 30D | +50.8% | -19.6% | +70.4% | +73.3% |
| 3M | -43.2% | -14.4% | -28.8% | -40.9% |
| All | +260.6% | -10.1% | +270.7% | +222.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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