+260.6%
SNDU vs Z
-21.8%
+282.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -2.1% | +25.7% | +21.7% |
| 7D | +35.2% | -3.0% | +38.2% | +31.8% |
| 30D | +50.8% | -4.2% | +55.0% | +43.4% |
| 3M | -43.2% | -3.7% | -39.5% | -24.7% |
| All | +260.6% | -21.8% | +282.4% | +391.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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