-82.9%
SNDU vs AS
-13.5%
-69.4%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.5% | -2.4% | +29.9% | +27.0% |
| 7D | -20.3% | -3.0% | -17.3% | -21.0% |
| 30D | -64.4% | +9.6% | -74.0% | -63.4% |
| 3M | -57.5% | -8.2% | -49.3% | -58.3% |
| 6M | -82.9% | -9.9% | -72.9% | -83.9% |
| All | -82.9% | -13.5% | -69.4% | -83.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling