+4,437.1%
SNDK vs QS
+6.9%
+4,430.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -4.1% |
| 7D | -6.1% | -3.6% | -2.5% | -5.2% |
| 30D | +21.5% | -17.2% | +38.7% | +28.5% |
| 3M | -13.2% | -27.0% | +13.8% | -4.7% |
| 6M | +149.2% | -24.6% | +173.8% | +170.0% |
| YTD | +588.1% | -49.3% | +637.4% | +716.3% |
| 1Y | +1,837.5% | -40.3% | +1,877.9% | +2,213.7% |
| All | +4,437.1% | +6.9% | +4,430.2% | +4,591.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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