+10.7%
SNDU vs MKTX
-6.5%
+17.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | 0.0% | -15.7% | -15.8% |
| 7D | -48.0% | +0.5% | -48.5% | -48.2% |
| 30D | -66.4% | +1.0% | -67.4% | -66.6% |
| 3M | -58.7% | +2.5% | -61.2% | -59.4% |
| 6M | -68.6% | +8.0% | -76.6% | -71.7% |
| All | +10.7% | -6.5% | +17.1% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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