+260.6%
SNDU vs RBA
-17.3%
+277.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.3% | +23.3% | +23.7% |
| 7D | +35.2% | -2.9% | +38.1% | +34.4% |
| 30D | +50.8% | -12.3% | +63.1% | +53.6% |
| 3M | -43.2% | -20.5% | -22.6% | -41.4% |
| All | +260.6% | -17.3% | +277.9% | +282.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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