+10.7%
SNDU vs SRE
-8.3%
+18.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -2.9% | -12.9% | -16.7% |
| 7D | -48.0% | -2.1% | -45.9% | -48.4% |
| 30D | -66.4% | +6.1% | -72.5% | -66.0% |
| 3M | -58.7% | -3.5% | -55.2% | -58.1% |
| 6M | -68.6% | -10.8% | -57.8% | -67.2% |
| All | +10.7% | -8.3% | +18.9% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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