+10.7%
SNDU vs MDY
+10.9%
-0.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.6% | -16.4% | -19.7% |
| 7D | -48.0% | +1.7% | -49.7% | -53.7% |
| 30D | -66.4% | +1.2% | -67.6% | -68.9% |
| 3M | -58.7% | -3.5% | -55.3% | -45.9% |
| 6M | -68.6% | +3.5% | -72.1% | -65.9% |
| All | +10.7% | +10.9% | -0.2% | -18.7% |
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 · 6 months rolling