-30.8%
SNDU vs AS
-3.0%
-27.8%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.8% | -4.3% | -5.2% |
| 7D | -47.4% | +4.5% | -51.8% | -47.9% |
| 30D | -75.5% | +13.2% | -88.7% | -76.9% |
| 3M | -64.9% | -11.9% | -53.0% | -61.4% |
| 6M | -86.9% | -11.6% | -75.3% | -85.8% |
| All | -30.8% | -3.0% | -27.8% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling