-91.0%
SNDQ vs BTI
+12.6%
-103.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.4% | +11.9% | +5.3% |
| 7D | +66.1% | +5.3% | +60.8% | +46.0% |
| 30D | +122.5% | +19.1% | +103.5% | +42.5% |
| 3M | +11.6% | +6.5% | +5.1% | -3.3% |
| 6M | -82.2% | +9.4% | -91.6% | -84.4% |
| All | -91.0% | +12.6% | -103.7% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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