-91.0%
SNDQ vs BWA
-8.9%
-82.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -2.5% | +17.8% | +9.1% |
| 7D | +66.1% | -9.9% | +76.0% | +33.5% |
| 30D | +122.5% | -16.4% | +138.9% | +53.7% |
| 3M | +11.6% | -19.8% | +31.4% | -30.3% |
| 6M | -82.2% | -10.0% | -72.2% | -85.7% |
| All | -91.0% | -8.9% | -82.1% | -92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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