+10.7%
SNDU vs XME
-16.0%
+26.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -1.0% | -14.8% | -13.0% |
| 7D | -48.0% | -5.5% | -42.6% | -37.8% |
| 30D | -66.4% | -11.1% | -55.3% | -52.1% |
| 3M | -58.7% | -11.1% | -47.6% | -47.5% |
| 6M | -68.6% | -18.0% | -50.6% | -44.0% |
| All | +10.7% | -16.0% | +26.6% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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