+10.7%
SNDU vs PEG
-9.6%
+20.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.6% | -16.3% | -15.2% |
| 7D | -48.0% | +1.0% | -49.1% | -47.2% |
| 30D | -66.4% | +6.6% | -73.0% | -64.2% |
| 3M | -58.7% | -3.1% | -55.6% | -59.0% |
| 6M | -68.6% | -7.4% | -61.2% | -68.0% |
| All | +10.7% | -9.6% | +20.3% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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