-38.2%
SNDU vs PBR
+2.4%
-40.6%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | -4.1% | -40.0% | -42.4% |
| 7D | -67.5% | -14.2% | -53.4% | -65.6% |
| 30D | -80.3% | -21.0% | -59.3% | -79.3% |
| 3M | -74.1% | +5.4% | -79.5% | -76.9% |
| 6M | -85.8% | -10.4% | -75.4% | -86.5% |
| All | -38.2% | +2.4% | -40.6% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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