+260.6%
SNDU vs AZO
-19.4%
+280.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.5% | +23.1% | +24.6% |
| 7D | +35.2% | +0.7% | +34.4% | +36.4% |
| 30D | +50.8% | -2.7% | +53.5% | +45.4% |
| 3M | -43.2% | -3.2% | -40.0% | -37.8% |
| All | +260.6% | -19.4% | +280.0% | +278.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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