-38.2%
SNDU vs WU
-21.7%
-16.5%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | +6.5% | -50.7% | -41.7% |
| 7D | -67.5% | +13.0% | -80.6% | -65.9% |
| 30D | -80.3% | +14.3% | -94.6% | -79.3% |
| 3M | -74.1% | +0.1% | -74.3% | -72.5% |
| 6M | -85.8% | -17.7% | -68.1% | -83.6% |
| All | -38.2% | -21.7% | -16.5% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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