+10.7%
SNDU vs TRMB
-18.7%
+29.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -17.3% | +1.5% | -18.3% |
| 7D | -48.0% | -15.7% | -32.3% | -48.9% |
| 30D | -66.4% | -7.8% | -58.7% | -65.0% |
| 3M | -58.7% | -9.3% | -49.4% | -56.8% |
| 6M | -68.6% | -20.8% | -47.8% | -43.2% |
| All | +10.7% | -18.7% | +29.4% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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