+10.7%
SNDU vs AWK
+12.8%
-2.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +2.2% | -18.0% | -7.0% |
| 7D | -48.0% | +7.0% | -55.1% | -28.8% |
| 30D | -66.4% | +17.0% | -83.5% | -32.4% |
| 3M | -58.7% | +12.4% | -71.1% | -27.0% |
| 6M | -68.6% | +19.6% | -88.2% | -13.2% |
| All | +10.7% | +12.8% | -2.1% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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