+260.6%
SNDU vs BAX
+45.7%
+215.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.0% | +22.6% | +23.7% |
| 7D | +35.2% | -1.1% | +36.3% | +34.9% |
| 30D | +50.8% | -5.5% | +56.3% | +50.4% |
| 3M | -43.2% | +33.5% | -76.7% | -37.7% |
| All | +260.6% | +45.7% | +215.0% | +282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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