+10.7%
SNDU vs FND
-6.2%
+16.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +10.9% | -26.7% | -17.2% |
| 7D | -48.0% | +12.3% | -60.3% | -48.7% |
| 30D | -66.4% | +14.7% | -81.2% | -67.1% |
| 3M | -58.7% | -12.0% | -46.7% | -56.6% |
| 6M | -68.6% | +10.8% | -79.4% | -70.0% |
| All | +10.7% | -6.2% | +16.9% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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