+10.7%
SNDU vs XRT
+16.4%
-5.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +5.5% | -21.3% | -13.2% |
| 7D | -48.0% | +8.0% | -56.1% | -46.3% |
| 30D | -66.4% | +13.0% | -79.4% | -65.7% |
| 3M | -58.7% | +1.7% | -60.4% | -55.8% |
| 6M | -68.6% | +12.6% | -81.2% | -71.4% |
| All | +10.7% | +16.4% | -5.7% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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