+260.6%
SNDU vs BEN
+46.5%
+214.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +3.5% | +20.1% | +17.9% |
| 7D | +35.2% | +0.2% | +34.9% | +35.0% |
| 30D | +50.8% | -0.5% | +51.4% | +53.5% |
| 3M | -43.2% | +9.7% | -52.9% | -47.1% |
| All | +260.6% | +46.5% | +214.1% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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