+260.6%
SNDU vs MSCI
+6.5%
+254.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.3% | +23.9% | +22.8% |
| 7D | +35.2% | +0.4% | +34.8% | +36.3% |
| 30D | +50.8% | +0.6% | +50.3% | +54.7% |
| 3M | -43.2% | -7.1% | -36.1% | -30.6% |
| All | +260.6% | +6.5% | +254.1% | +326.0% |
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 · Available span rolling