+260.6%
SNDU vs BWA
+29.3%
+231.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +2.8% | +20.9% | +16.9% |
| 7D | +35.2% | +5.7% | +29.5% | +19.4% |
| 30D | +50.8% | +1.4% | +49.4% | +46.2% |
| 3M | -43.2% | -12.1% | -31.1% | -20.6% |
| All | +260.6% | +29.3% | +231.3% | +184.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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