+260.6%
SNDU vs MTB
+22.2%
+238.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.1% | +23.7% | +23.6% |
| 7D | +35.2% | +1.7% | +33.4% | +36.2% |
| 30D | +50.8% | -4.2% | +55.0% | +48.4% |
| 3M | -43.2% | +8.9% | -52.0% | -44.4% |
| All | +260.6% | +22.2% | +238.4% | +180.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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