+10.7%
SNDU vs S
+66.8%
-56.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.6% | -17.4% | -16.0% |
| 7D | -48.0% | -8.2% | -39.8% | -47.3% |
| 30D | -66.4% | -7.6% | -58.8% | -66.2% |
| 3M | -58.7% | +12.0% | -70.7% | -58.1% |
| 6M | -68.6% | +50.6% | -119.2% | -71.5% |
| All | +10.7% | +66.8% | -56.2% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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