+10.7%
SNDU vs MSI
+8.3%
+2.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.2% | -17.0% | -12.7% |
| 7D | -48.0% | +2.8% | -50.8% | -44.1% |
| 30D | -66.4% | +9.1% | -75.6% | -57.3% |
| 3M | -58.7% | +12.5% | -71.2% | -41.1% |
| 6M | -68.6% | +14.2% | -82.8% | -40.7% |
| All | +10.7% | +8.3% | +2.4% | +149.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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