+260.6%
SNDU vs TRU
+13.4%
+247.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -5.9% | +29.6% | +11.2% |
| 7D | +35.2% | -6.8% | +41.9% | +19.3% |
| 30D | +50.8% | 0.0% | +50.8% | +55.1% |
| 3M | -43.2% | +13.3% | -56.5% | -13.2% |
| All | +260.6% | +13.4% | +247.2% | +396.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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