+260.6%
SNDU vs JAAA
+2.7%
+257.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.1% | +23.5% | +22.0% |
| 7D | +35.2% | +0.2% | +35.0% | +31.5% |
| 30D | +50.8% | +0.5% | +50.3% | +38.5% |
| 3M | -43.2% | +1.3% | -44.4% | -57.9% |
| All | +260.6% | +2.7% | +257.9% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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