+260.6%
SNDU vs USFR
+1.8%
+258.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | 0.0% | +23.6% | +24.7% |
| 7D | +35.2% | +0.1% | +35.1% | +39.2% |
| 30D | +50.8% | +0.3% | +50.5% | +90.5% |
| 3M | -43.2% | +1.0% | -44.2% | -3.9% |
| All | +260.6% | +1.8% | +258.8% | +682.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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