-88.8%
SNDQ vs AS
-11.5%
-77.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.8% | +7.5% | +5.8% |
| 7D | +43.9% | +4.5% | +39.4% | +42.3% |
| 30D | +141.3% | +13.2% | +128.1% | +136.8% |
| 3M | +7.3% | -11.9% | +19.2% | +8.6% |
| 6M | -60.0% | -11.6% | -48.4% | -59.2% |
| All | -88.8% | -11.5% | -77.4% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 10y: compounded portfolio wealth divided by compounded AS 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…
10y analysis · Full analysis span regression · 6 months rolling