+10.7%
SNDU vs AUR
-6.8%
+17.5%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -4.4% | -11.3% | -11.9% |
| 7D | -48.0% | -19.8% | -28.2% | -36.8% |
| 30D | -66.4% | -29.0% | -37.4% | -54.6% |
| 3M | -58.7% | -43.6% | -15.2% | -33.2% |
| 6M | -68.6% | -36.6% | -31.9% | -52.0% |
| All | +10.7% | -6.8% | +17.5% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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 · 6 months rolling