+260.6%
SNDU vs PH
+4.2%
+256.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.2% | +23.8% | +24.0% |
| 7D | +35.2% | -3.1% | +38.2% | +42.1% |
| 30D | +50.8% | -3.2% | +54.1% | +50.4% |
| 3M | -43.2% | +10.6% | -53.8% | -50.8% |
| All | +260.6% | +4.2% | +256.4% | +202.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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