-87.1%
SNDQ vs BRO
+10.6%
-97.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | +0.7% | +43.7% | +42.0% |
| 7D | +116.9% | +9.9% | +106.9% | +61.1% |
| 30D | +205.2% | +22.3% | +182.9% | +49.5% |
| 3M | +45.4% | +5.3% | +40.1% | +25.3% |
| 6M | -66.2% | +30.3% | -96.6% | -78.0% |
| All | -87.1% | +10.6% | -97.6% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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