+260.6%
SNDU vs JBL
+24.6%
+236.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.5% | +22.1% | +19.4% |
| 7D | +35.2% | +3.0% | +32.1% | +25.4% |
| 30D | +50.8% | -8.3% | +59.1% | +90.1% |
| 3M | -43.2% | -16.9% | -26.3% | +16.2% |
| All | +260.6% | +24.6% | +236.0% | +237.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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