+260.6%
SNDU vs TPR
-14.2%
+274.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | 0.0% | +23.6% | +23.6% |
| 7D | +35.2% | -2.3% | +37.5% | +34.9% |
| 30D | +50.8% | -23.0% | +73.8% | +51.8% |
| 3M | -43.2% | -12.5% | -30.7% | -50.4% |
| All | +260.6% | -14.2% | +274.9% | +203.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 6mo: compounded portfolio wealth divided by compounded TPR 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…
6mo analysis · Full analysis span regression · Available span rolling