+260.6%
SNDU vs AWK
+6.0%
+254.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.1% | +23.8% | +23.1% |
| 7D | +35.2% | +1.7% | +33.4% | +44.4% |
| 30D | +50.8% | +5.6% | +45.2% | +93.4% |
| 3M | -43.2% | +15.9% | -59.0% | +21.4% |
| All | +260.6% | +6.0% | +254.6% | +538.9% |
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 · Available span rolling