+260.6%
SNDU vs SPXU
-33.9%
+294.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.3% | +22.4% | +27.0% |
| 7D | +35.2% | -0.1% | +35.3% | +33.4% |
| 30D | +50.8% | +0.8% | +50.0% | +53.3% |
| 3M | -43.2% | -4.7% | -38.5% | -38.6% |
| All | +260.6% | -33.9% | +294.5% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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