-91.0%
SNDQ vs AA
-39.7%
-51.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.8% | +12.5% | +18.2% |
| 7D | +66.1% | +0.9% | +65.2% | +67.2% |
| 30D | +122.5% | -6.4% | +129.0% | +110.0% |
| 3M | +11.6% | -13.0% | +24.5% | -2.3% |
| 6M | -82.2% | -34.6% | -47.5% | -85.3% |
| All | -91.0% | -39.7% | -51.3% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 1y: compounded portfolio wealth divided by compounded AA 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…
1y analysis · Full analysis span regression · 6 months rolling