-28.4%
SNDU vs SUI
-10.4%
-18.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | +0.9% | -12.4% | -7.6% |
| 7D | +9.0% | -1.5% | +10.4% | +3.1% |
| 30D | -67.4% | +3.7% | -71.2% | -57.0% |
| 3M | -75.6% | -0.4% | -75.2% | -73.0% |
| 6M | -84.0% | -2.8% | -81.2% | -78.6% |
| All | -28.4% | -10.4% | -18.0% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling