+260.6%
SNDU vs ESI
+12.4%
+248.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +2.9% | +20.7% | +15.1% |
| 7D | +35.2% | +3.3% | +31.8% | +24.5% |
| 30D | +50.8% | -5.9% | +56.7% | +85.2% |
| 3M | -43.2% | -14.1% | -29.1% | +26.2% |
| All | +260.6% | +12.4% | +248.2% | +365.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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