+17.5%
NOW vs SNDQ
-66.6%
+84.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.0% | -9.4% | +1.1% |
| 7D | +0.3% | -18.7% | +18.9% | +0.9% |
| 30D | -27.0% | +69.5% | -96.4% | -30.9% |
| 3M | -19.6% | +54.2% | -73.9% | -24.4% |
| 6M | +17.5% | -69.6% | +87.1% | +11.8% |
| All | +17.5% | -66.6% | +84.1% | +11.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling