+260.6%
SNDU vs NI
-9.3%
+269.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.6% | +24.3% | +23.8% |
| 7D | +35.2% | +2.0% | +33.1% | +34.2% |
| 30D | +50.8% | -3.5% | +54.4% | +52.0% |
| 3M | -43.2% | -9.1% | -34.0% | -41.9% |
| All | +260.6% | -9.3% | +269.9% | +250.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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