+10.7%
SNDU vs HIG
+5.0%
+5.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +2.4% | -18.1% | -5.6% |
| 7D | -48.0% | +6.2% | -54.2% | -30.3% |
| 30D | -66.4% | +9.4% | -75.9% | -46.5% |
| 3M | -58.7% | -2.3% | -56.4% | -59.5% |
| 6M | -68.6% | +4.2% | -72.8% | -45.2% |
| All | +10.7% | +5.0% | +5.7% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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