-28.4%
SNDU vs FGI
+70.3%
-98.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -25.2% | +13.8% | -7.9% |
| 7D | +9.0% | -14.4% | +23.4% | +11.4% |
| 30D | -67.4% | -11.8% | -55.7% | -66.8% |
| 3M | -75.6% | -46.2% | -29.4% | -74.0% |
| 6M | -84.0% | +5.2% | -89.2% | -85.7% |
| All | -28.4% | +70.3% | -98.7% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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