-95.2%
SNDQ vs BEN
+24.3%
-119.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.9% | +6.8% |
| 7D | +11.6% | -3.1% | +14.7% | +7.1% |
| 30D | -45.1% | +0.2% | -45.2% | -43.8% |
| 3M | -68.6% | +6.8% | -75.5% | -67.4% |
| All | -95.2% | +24.3% | -119.5% | -95.7% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling