+240.7%
SNDU vs COO
-25.7%
+266.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -14.7% | +7.1% | -16.3% |
| 7D | +16.8% | -23.3% | +40.1% | -6.9% |
| 30D | +64.3% | -29.5% | +93.7% | +18.3% |
| 3M | -36.7% | -20.0% | -16.7% | -45.3% |
| All | +240.7% | -25.7% | +266.4% | +399.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling