-95.7%
SNDQ vs BAX
+41.2%
-136.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | +1.0% | -24.8% | -24.3% |
| 7D | -30.8% | -1.1% | -29.7% | -30.5% |
| 30D | -51.7% | -5.5% | -46.3% | -50.2% |
| 3M | -78.0% | +33.5% | -111.6% | -84.4% |
| All | -95.7% | +41.2% | -136.9% | -97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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 · Available span rolling