-91.0%
SNDQ vs BEN
+26.4%
-117.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +4.7% | +10.6% | +21.5% |
| 7D | +66.1% | +6.7% | +59.4% | +81.0% |
| 30D | +122.5% | +3.0% | +119.5% | +133.5% |
| 3M | +11.6% | -4.3% | +15.9% | +11.0% |
| 6M | -82.2% | +16.4% | -98.5% | -82.2% |
| All | -91.0% | +26.4% | -117.4% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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