+260.6%
SNDU vs WCN
-0.5%
+261.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.2% | +24.8% | +18.4% |
| 7D | +35.2% | -0.6% | +35.8% | +32.0% |
| 30D | +50.8% | +0.4% | +50.4% | +56.9% |
| 3M | -43.2% | +7.3% | -50.5% | -11.7% |
| All | +260.6% | -0.5% | +261.2% | +440.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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