-91.0%
SNDQ vs DOW
-15.1%
-75.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -3.2% | +18.5% | +17.1% |
| 7D | +66.1% | -4.2% | +70.3% | +69.9% |
| 30D | +122.5% | +14.7% | +107.8% | +106.5% |
| 3M | +11.6% | +9.1% | +2.5% | +4.1% |
| 6M | -82.2% | -17.7% | -64.5% | -86.0% |
| All | -91.0% | -15.1% | -75.9% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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