+10.7%
SNDU vs SBAC
+6.1%
+4.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +5.8% | -21.6% | -11.8% |
| 7D | -48.0% | +5.8% | -53.8% | -45.5% |
| 30D | -66.4% | +20.8% | -87.2% | -61.8% |
| 3M | -58.7% | +4.8% | -63.5% | -56.2% |
| 6M | -68.6% | -9.1% | -59.5% | -64.7% |
| All | +10.7% | +6.1% | +4.6% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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