+10.7%
SNDU vs WSM
+49.5%
-38.8%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +6.5% | -22.2% | -20.8% |
| 7D | -48.0% | +8.0% | -56.0% | -51.8% |
| 30D | -66.4% | +13.5% | -79.9% | -71.0% |
| 3M | -58.7% | +8.8% | -67.6% | -63.3% |
| 6M | -68.6% | +54.7% | -123.3% | -83.3% |
| All | +10.7% | +49.5% | -38.8% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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