+10.7%
SNDU vs COMP
+18.8%
-8.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +7.7% | -23.5% | -16.9% |
| 7D | -48.0% | +9.5% | -57.5% | -48.8% |
| 30D | -66.4% | +8.1% | -74.5% | -66.9% |
| 3M | -58.7% | -16.3% | -42.4% | -57.4% |
| 6M | -68.6% | +42.2% | -110.8% | -72.9% |
| All | +10.7% | +18.8% | -8.2% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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