+260.6%
SNDU vs MKSI
+19.1%
+241.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +4.3% | +19.4% | +12.3% |
| 7D | +35.2% | +1.8% | +33.4% | +30.4% |
| 30D | +50.8% | -16.8% | +67.6% | +144.6% |
| 3M | -43.2% | -21.1% | -22.1% | +81.5% |
| All | +260.6% | +19.1% | +241.5% | +345.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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