+260.6%
SNDU vs DBX
+34.7%
+225.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -2.4% | +26.1% | +21.4% |
| 7D | +35.2% | -2.4% | +37.6% | +32.6% |
| 30D | +50.8% | -0.5% | +51.3% | +50.3% |
| 3M | -43.2% | +28.1% | -71.2% | -28.8% |
| All | +260.6% | +34.7% | +225.9% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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