+214.7%
SNDU vs ELV
+44.0%
+170.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | +5.5% | -20.1% | -13.0% |
| 7D | -12.7% | +2.8% | -15.5% | -11.4% |
| 30D | +35.8% | +4.9% | +30.9% | +38.2% |
| 3M | -54.8% | +4.9% | -59.7% | -50.8% |
| All | +214.7% | +44.0% | +170.7% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 all: compounded portfolio wealth divided by compounded ELV 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…
all analysis · Full analysis span regression · 6 months rolling