+260.6%
SNDU vs BBWI
+1.1%
+259.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +2.8% | +20.8% | +23.7% |
| 7D | +35.2% | +1.5% | +33.6% | +35.1% |
| 30D | +50.8% | -5.2% | +56.0% | +50.5% |
| 3M | -43.2% | +11.1% | -54.3% | -43.5% |
| All | +260.6% | +1.1% | +259.5% | +248.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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