+10.7%
SNDU vs RVTY
+80.9%
-70.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -2.5% | -13.3% | -13.2% |
| 7D | -48.0% | -3.6% | -44.5% | -44.8% |
| 30D | -66.4% | +1.4% | -67.8% | -65.7% |
| 3M | -58.7% | +43.2% | -101.9% | -72.1% |
| 6M | -68.6% | +84.5% | -153.1% | -84.3% |
| All | +10.7% | +80.9% | -70.2% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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