+28.9%
CRM vs SNDQ
-86.6%
+115.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +44.4% | -46.4% | -4.5% |
| 7D | -3.7% | +116.9% | -120.5% | -8.7% |
| 30D | -1.1% | +205.2% | -206.4% | -8.9% |
| 3M | +15.5% | +45.4% | -30.0% | +10.1% |
| 6M | +19.5% | -66.2% | +85.7% | +11.6% |
| All | +28.9% | -86.6% | +115.5% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling