+260.6%
SNDU vs MDY
+12.5%
+248.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.1% | +23.5% | +22.7% |
| 7D | +35.2% | +0.1% | +35.0% | +33.3% |
| 30D | +50.8% | -1.5% | +52.3% | +69.5% |
| 3M | -43.2% | +0.8% | -43.9% | -34.2% |
| All | +260.6% | +12.5% | +248.2% | +139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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