+158.9%
SN vs Q
+19.7%
+139.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.2% | +4.1% |
| 7D | +10.6% | -3.3% | +13.9% | +11.5% |
| 30D | +20.0% | -9.7% | +29.7% | +22.7% |
| 3M | +30.4% | -16.1% | +46.5% | +35.4% |
| 6M | +91.0% | -15.7% | +106.7% | +93.2% |
| YTD | +95.9% | +45.7% | +50.2% | +67.8% |
| 1Y | +158.9% | +18.0% | +140.9% | +136.2% |
| All | +158.9% | +19.7% | +139.2% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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