+20.8%
QLD vs SNDU
-31.0%
+51.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +12.2% | -5.4% | +5.1% |
| 7D | -1.4% | -38.6% | +37.1% | +3.7% |
| 30D | -19.6% | -73.9% | +54.3% | -6.4% |
| 3M | -14.1% | -61.1% | +46.9% | -7.5% |
| 6M | -13.6% | -86.0% | +72.4% | -2.8% |
| All | +20.8% | -31.0% | +51.8% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling