+2.6%
WMT vs SNDU
-42.2%
+44.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -44.1% | +43.0% | -2.5% |
| 7D | +5.3% | -67.5% | +72.8% | +2.2% |
| 30D | +19.1% | -80.3% | +99.4% | +14.3% |
| 3M | +14.0% | -74.1% | +88.1% | +10.7% |
| 6M | -1.9% | -85.8% | +83.9% | -4.1% |
| All | +2.6% | -42.2% | +44.7% | -4.7% |
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