+10.7%
SNDU vs MSCI
+25.3%
-14.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +5.4% | -21.2% | -2.2% |
| 7D | -48.0% | +11.5% | -59.5% | -29.5% |
| 30D | -66.4% | +22.1% | -88.5% | -42.8% |
| 3M | -58.7% | +18.4% | -77.1% | -35.9% |
| 6M | -68.6% | +16.6% | -85.2% | -39.5% |
| All | +10.7% | +25.3% | -14.6% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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