+260.6%
SNDU vs AU
+5.8%
+254.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -2.3% | +26.0% | +25.5% |
| 7D | +35.2% | -3.6% | +38.8% | +38.7% |
| 30D | +50.8% | +23.9% | +26.9% | +16.5% |
| 3M | -43.2% | +19.1% | -62.3% | -54.4% |
| All | +260.6% | +5.8% | +254.8% | +221.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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