-38.2%
SNDU vs BOXX
+2.5%
-40.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | 0.0% | -44.1% | -43.3% |
| 7D | -67.5% | +0.1% | -67.6% | -65.2% |
| 30D | -80.3% | +0.4% | -80.6% | -75.1% |
| 3M | -74.1% | +1.0% | -75.2% | -41.2% |
| 6M | -85.8% | +2.0% | -87.8% | -20.0% |
| All | -38.2% | +2.5% | -40.7% | +423.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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