+260.6%
SNDU vs DTE
-5.9%
+266.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.7% | +24.3% | +22.0% |
| 7D | +35.2% | +0.2% | +35.0% | +36.0% |
| 30D | +50.8% | -2.6% | +53.4% | +41.0% |
| 3M | -43.2% | -3.9% | -39.3% | -46.1% |
| All | +260.6% | -5.9% | +266.5% | +235.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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