+260.6%
SNDU vs BURL
-11.3%
+271.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +2.6% | +21.0% | +23.2% |
| 7D | +35.2% | -2.8% | +37.9% | +35.3% |
| 30D | +50.8% | -28.2% | +79.0% | +58.6% |
| 3M | -43.2% | -17.6% | -25.6% | -45.6% |
| All | +260.6% | -11.3% | +271.9% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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