-91.0%
SNDQ vs AU
-7.0%
-84.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +8.0% | +7.3% | +22.3% |
| 7D | +66.1% | +0.8% | +65.4% | +66.5% |
| 30D | +122.5% | -7.0% | +129.5% | +109.7% |
| 3M | +11.6% | +8.5% | +3.0% | +28.2% |
| 6M | -82.2% | -1.3% | -80.9% | -76.3% |
| All | -91.0% | -7.0% | -84.0% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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