+10.7%
SNDU vs NXT
-5.9%
+16.5%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +11.1% | -26.9% | -26.0% |
| 7D | -48.0% | +30.0% | -78.0% | -62.5% |
| 30D | -66.4% | +28.6% | -95.0% | -75.3% |
| 3M | -58.7% | +8.4% | -67.1% | -64.0% |
| 6M | -68.6% | -8.7% | -59.8% | -63.0% |
| All | +10.7% | -5.9% | +16.5% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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