-91.0%
SNDQ vs AMIX
-79.4%
-11.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -3.0% | +18.3% | +15.1% |
| 7D | +66.1% | -25.1% | +91.3% | +64.4% |
| 30D | +122.5% | -54.5% | +177.1% | +116.0% |
| 3M | +11.6% | -91.7% | +103.3% | +1.8% |
| 6M | -82.2% | -79.4% | -2.7% | -83.3% |
| All | -91.0% | -79.4% | -11.6% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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