+4,800.5%
SNDK vs QLD
+56.8%
+4,743.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.3% |
| 7D | +13.6% | +1.9% | +11.7% | +10.8% |
| 30D | +42.5% | -1.8% | +44.3% | +46.3% |
| 3M | +7.1% | -0.1% | +7.2% | +14.0% |
| 6M | +199.7% | +32.6% | +167.1% | +137.9% |
| YTD | +643.2% | +27.9% | +615.3% | +512.9% |
| 1Y | +2,402.0% | +40.3% | +2,361.7% | +1,884.5% |
| All | +4,800.5% | +56.8% | +4,743.7% | +3,556.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling