+4,727.7%
SNDK vs QLD
+57.7%
+4,670.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | +0.1% |
| 7D | +13.1% | +3.0% | +10.1% | +8.9% |
| 30D | +43.4% | -1.8% | +45.2% | +47.2% |
| 3M | +5.8% | -1.8% | +7.6% | +14.6% |
| 6M | +229.6% | +36.9% | +192.7% | +153.2% |
| YTD | +632.2% | +28.7% | +603.5% | +499.2% |
| 1Y | +2,365.4% | +41.9% | +2,323.5% | +1,832.0% |
| All | +4,727.7% | +57.7% | +4,670.0% | +3,474.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling