+260.6%
SNDU vs CAG
-3.8%
+264.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.9% | +24.5% | +21.7% |
| 7D | +35.2% | -3.8% | +38.9% | +25.1% |
| 30D | +50.8% | +3.1% | +47.7% | +60.7% |
| 3M | -43.2% | +23.5% | -66.6% | +6.3% |
| All | +260.6% | -3.8% | +264.4% | +498.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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