+260.6%
SNDU vs BB
+122.5%
+138.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | 0.0% | +23.6% | +23.6% |
| 7D | +35.2% | -5.6% | +40.8% | +44.0% |
| 30D | +50.8% | -11.8% | +62.6% | +70.4% |
| 3M | -43.2% | -25.5% | -17.6% | -18.3% |
| All | +260.6% | +122.5% | +138.1% | +136.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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