+240.7%
SNDU vs URI
+29.5%
+211.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.9% | -3.7% | -3.6% |
| 7D | +16.8% | -0.5% | +17.3% | +18.0% |
| 30D | +64.3% | -13.4% | +77.6% | +92.4% |
| 3M | -36.7% | -6.2% | -30.5% | -25.0% |
| All | +240.7% | +29.5% | +211.2% | +226.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 5y: compounded portfolio wealth divided by compounded URI 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…
5y analysis · Full analysis span regression · 6 months rolling