-9.9%
APP vs SNDQ
-89.9%
+80.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +11.0% | -7.1% | +3.8% |
| 7D | +4.6% | -18.7% | +23.2% | +4.8% |
| 30D | +56.0% | +69.5% | -13.5% | +58.2% |
| 3M | +30.8% | +54.2% | -23.4% | +32.8% |
| 6M | -9.8% | -69.6% | +59.8% | -6.3% |
| All | -9.9% | -89.9% | +80.0% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 5y: compounded portfolio wealth divided by compounded SNDQ 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…
5y analysis · Full analysis span regression · 6 months rolling