+260.6%
SNDU vs SW
+11.9%
+248.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.3% | +22.4% | +23.0% |
| 7D | +35.2% | -5.1% | +40.2% | +38.4% |
| 30D | +50.8% | -4.6% | +55.4% | +53.9% |
| 3M | -43.2% | +9.4% | -52.6% | -48.1% |
| All | +260.6% | +11.9% | +248.7% | +207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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