-38.2%
SNDU vs DGX
+28.7%
-66.9%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | -0.4% | -43.8% | -45.0% |
| 7D | -67.5% | +0.7% | -68.2% | -66.8% |
| 30D | -80.3% | +11.5% | -91.8% | -74.0% |
| 3M | -74.1% | +8.4% | -82.6% | -67.2% |
| 6M | -85.8% | +34.5% | -120.3% | -66.8% |
| All | -38.2% | +28.7% | -66.9% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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