+10.7%
SNDU vs BBWI
+22.0%
-11.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +4.1% | -19.9% | -15.3% |
| 7D | -48.0% | +8.8% | -56.8% | -47.5% |
| 30D | -66.4% | +34.8% | -101.2% | -66.0% |
| 3M | -58.7% | +12.9% | -71.7% | -58.5% |
| 6M | -68.6% | +29.6% | -98.2% | -68.4% |
| All | +10.7% | +22.0% | -11.4% | +7.9% |
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 · 6 months rolling