+10.7%
SNDU vs STRL
-30.9%
+41.5%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -21.5% | +5.7% | +9.3% |
| 7D | -48.0% | -27.1% | -21.0% | -24.1% |
| 30D | -66.4% | -45.8% | -20.6% | -30.6% |
| 3M | -58.7% | -47.6% | -11.1% | -9.6% |
| 6M | -68.6% | -46.4% | -22.2% | -7.2% |
| All | +10.7% | -30.9% | +41.5% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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