+2,362.5%
SNDK vs QLD
+38.0%
+2,324.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.8% | -0.6% | -2.7% |
| 7D | -17.5% | -1.4% | -16.1% | -14.8% |
| 30D | -44.0% | -19.6% | -24.4% | -24.0% |
| 3M | -26.9% | -14.1% | -12.7% | -8.8% |
| 6M | -43.3% | -13.6% | -29.6% | -25.8% |
| YTD | +273.5% | +12.5% | +260.9% | +271.3% |
| 1Y | +270.2% | +13.1% | +257.0% | +275.5% |
| All | +2,362.5% | +38.0% | +2,324.6% | +2,115.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling