+260.6%
SNDU vs MKC
-10.8%
+271.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.0% | +24.6% | +21.5% |
| 7D | +35.2% | -5.9% | +41.0% | +19.3% |
| 30D | +50.8% | -0.9% | +51.7% | +50.3% |
| 3M | -43.2% | +12.7% | -55.9% | -18.4% |
| All | +260.6% | -10.8% | +271.4% | +346.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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