+260.6%
SNDU vs HBM
+22.4%
+238.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.9% | +24.6% | +24.9% |
| 7D | +35.2% | -6.4% | +41.5% | +46.9% |
| 30D | +50.8% | +5.9% | +44.9% | +30.4% |
| 3M | -43.2% | -8.9% | -34.3% | -36.7% |
| All | +260.6% | +22.4% | +238.2% | +190.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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