+260.6%
SNDU vs TROW
+28.0%
+232.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.0% | +24.6% | +24.6% |
| 7D | +35.2% | -1.3% | +36.5% | +36.9% |
| 30D | +50.8% | -4.5% | +55.3% | +58.7% |
| 3M | -43.2% | +3.9% | -47.0% | -52.1% |
| All | +260.6% | +28.0% | +232.6% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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