+10.7%
SNDU vs WAB
+21.5%
-10.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.1% | -16.9% | -18.2% |
| 7D | -48.0% | +4.5% | -52.6% | -52.9% |
| 30D | -66.4% | +1.1% | -67.5% | -66.9% |
| 3M | -58.7% | -1.3% | -57.5% | -56.6% |
| 6M | -68.6% | +12.7% | -81.3% | -72.6% |
| All | +10.7% | +21.5% | -10.9% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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