-91.0%
SNDQ vs BR
+21.2%
-112.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.0% | +12.3% | +7.0% |
| 7D | +66.1% | +7.0% | +59.2% | +40.9% |
| 30D | +122.5% | +19.0% | +103.5% | +43.0% |
| 3M | +11.6% | +13.1% | -1.5% | -18.4% |
| 6M | -82.2% | +24.6% | -106.8% | -91.2% |
| All | -91.0% | +21.2% | -112.2% | -95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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