+10.7%
SNDU vs BR
+4.7%
+5.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +3.0% | -18.8% | -9.0% |
| 7D | -48.0% | +7.0% | -55.0% | -38.1% |
| 30D | -66.4% | +19.0% | -85.4% | -48.6% |
| 3M | -58.7% | +13.1% | -71.8% | -42.1% |
| 6M | -68.6% | +24.6% | -93.2% | -22.0% |
| All | +10.7% | +4.7% | +5.9% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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