+10.7%
SNDU vs BEN
+44.3%
-33.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +4.7% | -20.5% | -23.2% |
| 7D | -48.0% | +6.7% | -54.8% | -53.9% |
| 30D | -66.4% | +3.0% | -69.4% | -68.0% |
| 3M | -58.7% | -4.3% | -54.4% | -55.4% |
| 6M | -68.6% | +16.4% | -85.0% | -72.4% |
| All | +10.7% | +44.3% | -33.6% | -37.9% |
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 · 6 months rolling