+4,733.3%
SNDK vs QLD
+58.0%
+4,675.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.3% | +11.6% | +11.5% |
| 7D | +17.2% | +0.6% | +16.6% | +16.3% |
| 30D | +28.8% | -0.1% | +29.0% | +29.3% |
| 3M | -1.1% | -8.4% | +7.2% | +15.8% |
| 6M | +190.5% | +32.2% | +158.2% | +131.7% |
| YTD | +633.0% | +28.9% | +604.1% | +498.7% |
| 1Y | +2,684.0% | +43.8% | +2,640.2% | +2,056.3% |
| All | +4,733.3% | +58.0% | +4,675.3% | +3,471.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling