-11.8%
SNDU vs AS
-5.4%
-6.4%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.5% | -2.4% | +29.9% | +28.6% |
| 7D | -20.3% | -3.0% | -17.3% | -18.5% |
| 30D | -64.4% | +9.6% | -74.0% | -66.0% |
| 3M | -57.5% | -8.2% | -49.3% | -54.9% |
| 6M | -82.9% | -9.9% | -72.9% | -82.5% |
| All | -11.8% | -5.4% | -6.4% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling