+260.6%
SNDU vs TECH
+37.5%
+223.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | 0.0% | +23.7% | +23.6% |
| 7D | +35.2% | +0.1% | +35.0% | +35.0% |
| 30D | +50.8% | +0.7% | +50.1% | +49.8% |
| 3M | -43.2% | +36.3% | -79.5% | -53.1% |
| All | +260.6% | +37.5% | +223.1% | +207.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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