-91.0%
SNDQ vs BLK
+17.2%
-108.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +5.4% | +9.9% | +13.7% |
| 7D | +66.1% | +5.7% | +60.4% | +63.3% |
| 30D | +122.5% | +14.8% | +107.7% | +113.8% |
| 3M | +11.6% | +8.8% | +2.8% | +10.3% |
| 6M | -82.2% | +17.6% | -99.8% | -84.4% |
| All | -91.0% | +17.2% | -108.2% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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