+260.6%
SNDU vs WAB
+16.5%
+244.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.7% | +22.9% | +22.0% |
| 7D | +35.2% | -3.2% | +38.4% | +44.7% |
| 30D | +50.8% | -4.4% | +55.3% | +69.0% |
| 3M | -43.2% | +7.9% | -51.0% | -45.5% |
| All | +260.6% | +16.5% | +244.1% | +165.6% |
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 · Available span rolling