+260.6%
SNDU vs FDS
+47.7%
+212.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -3.5% | +27.1% | +17.4% |
| 7D | +35.2% | -1.9% | +37.1% | +31.3% |
| 30D | +50.8% | +9.0% | +41.8% | +80.6% |
| 3M | -43.2% | +18.9% | -62.0% | +9.7% |
| All | +260.6% | +47.7% | +212.9% | +568.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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