+10.7%
SNDU vs TRI
+16.9%
-6.2%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +6.4% | -22.2% | -5.2% |
| 7D | -48.0% | +1.0% | -49.0% | -44.6% |
| 30D | -66.4% | +20.8% | -87.2% | -50.6% |
| 3M | -58.7% | +8.1% | -66.8% | -47.5% |
| 6M | -68.6% | +24.2% | -92.8% | -23.4% |
| All | +10.7% | +16.9% | -6.2% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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