+10.7%
SNDU vs DRI
+17.2%
-6.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +5.1% | -20.9% | -11.7% |
| 7D | -48.0% | +6.5% | -54.5% | -44.9% |
| 30D | -66.4% | +16.4% | -82.8% | -62.4% |
| 3M | -58.7% | +13.6% | -72.4% | -53.1% |
| 6M | -68.6% | +22.0% | -90.6% | -62.8% |
| All | +10.7% | +17.2% | -6.6% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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