-82.9%
SNDU vs CSGP
-6.7%
-76.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.5% | -0.2% | +27.7% | +27.1% |
| 7D | -20.3% | -7.1% | -13.2% | -32.5% |
| 30D | -64.4% | +3.6% | -68.0% | -56.9% |
| 3M | -57.5% | -2.7% | -54.8% | -56.8% |
| 6M | -82.9% | -8.0% | -74.8% | -75.9% |
| All | -82.9% | -6.7% | -76.1% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 6mo: compounded portfolio wealth divided by compounded CSGP 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…
6mo analysis · Full analysis span regression · 6 months rolling