-68.6%
SNDQ vs BG
-4.6%
-64.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.7% | +8.6% | +6.1% |
| 7D | +11.6% | +3.1% | +8.5% | +13.0% |
| 30D | -45.1% | +10.2% | -55.3% | -42.1% |
| 3M | -68.6% | -1.7% | -66.9% | -69.3% |
| All | -68.6% | -4.6% | -64.0% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 3mo: compounded portfolio wealth divided by compounded BG 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…
3mo analysis · Full analysis span regression · Available span rolling