+76.1%
DELL vs SNDQ
-90.8%
+166.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +15.3% | -24.1% | -6.4% |
| 7D | -24.6% | +66.1% | -90.7% | -17.1% |
| 30D | -32.5% | +122.5% | -155.0% | -21.8% |
| 3M | -20.2% | +11.6% | -31.8% | -13.3% |
| 6M | +76.5% | -82.2% | +158.7% | +67.2% |
| All | +76.1% | -90.8% | +166.8% | +46.7% |
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