-91.0%
SNDQ vs AEM
-8.0%
-83.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +9.7% | +5.6% | +23.8% |
| 7D | +66.1% | +0.2% | +66.0% | +63.9% |
| 30D | +122.5% | +0.1% | +122.5% | +121.6% |
| 3M | +11.6% | +22.1% | -10.5% | +50.5% |
| 6M | -82.2% | +2.4% | -84.6% | -72.6% |
| All | -91.0% | -8.0% | -83.1% | -86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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