+10.7%
SNDU vs SPG
+24.0%
-13.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +2.9% | -18.7% | -9.0% |
| 7D | -48.0% | +8.2% | -56.2% | -36.5% |
| 30D | -66.4% | +13.5% | -79.9% | -54.2% |
| 3M | -58.7% | +2.2% | -61.0% | -53.9% |
| 6M | -68.6% | +15.9% | -84.5% | -66.1% |
| All | +10.7% | +24.0% | -13.4% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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