-30.8%
SNDU vs IDXX
+17.5%
-48.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.4% | -4.8% | -6.8% |
| 7D | -47.4% | +3.7% | -51.0% | -46.8% |
| 30D | -75.5% | +34.5% | -110.0% | -69.1% |
| 3M | -64.9% | +16.9% | -81.9% | -59.9% |
| 6M | -86.9% | +24.4% | -111.2% | -83.2% |
| All | -30.8% | +17.5% | -48.3% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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