-38.2%
SNDU vs AZO
-10.6%
-27.6%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | -0.5% | -43.6% | -45.0% |
| 7D | -67.5% | +5.5% | -73.0% | -63.5% |
| 30D | -80.3% | +14.2% | -94.4% | -74.3% |
| 3M | -74.1% | +7.9% | -82.1% | -69.5% |
| 6M | -85.8% | -6.6% | -79.2% | -81.4% |
| All | -38.2% | -10.6% | -27.6% | -20.6% |
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 · 6 months rolling