-69.6%
SNDQ vs ACWI
+1.6%
-71.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +8.6% |
| 7D | -18.7% | +2.4% | -21.1% | +4.3% |
| 30D | +69.5% | -1.7% | +71.2% | +68.0% |
| 3M | +54.2% | -3.9% | +58.1% | +19.1% |
| 6M | -69.6% | +0.8% | -70.4% | -42.6% |
| All | -69.6% | +1.6% | -71.2% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 6mo: compounded portfolio wealth divided by compounded ACWI 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…
6mo analysis · Full analysis span regression · 6 months rolling