+260.6%
SNDU vs PEG
-9.8%
+270.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.1% | +23.8% | +23.5% |
| 7D | +35.2% | +0.7% | +34.5% | +35.9% |
| 30D | +50.8% | -2.4% | +53.2% | +48.5% |
| 3M | -43.2% | -4.8% | -38.4% | -45.0% |
| All | +260.6% | -9.8% | +270.4% | +280.4% |
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 · Available span rolling