-57.5%
SNDU vs FN
-30.8%
-26.7%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.5% | +5.9% | +21.6% | +19.4% |
| 7D | -20.3% | +8.0% | -28.3% | -20.7% |
| 30D | -64.4% | -19.1% | -45.3% | -49.5% |
| 3M | -57.5% | -29.8% | -27.7% | -25.2% |
| All | -57.5% | -30.8% | -26.7% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 3mo: compounded portfolio wealth divided by compounded FN 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…
3mo analysis · Full analysis span regression · Available span rolling