+41.4%
SOXX vs SNDU
-17.5%
+58.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +27.5% | -21.5% | +0.8% |
| 7D | +3.5% | -20.3% | +23.8% | +5.4% |
| 30D | -14.4% | -64.4% | +50.0% | -0.8% |
| 3M | -12.7% | -57.5% | +44.8% | -5.0% |
| 6M | -12.4% | -82.9% | +70.5% | +1.3% |
| All | +41.4% | -17.5% | +58.9% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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