-95.7%
SNDQ vs DUK
-3.2%
-92.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -1.0% | -22.8% | -19.4% |
| 7D | -30.8% | 0.0% | -30.8% | -29.7% |
| 30D | -51.7% | -1.7% | -50.1% | -49.1% |
| 3M | -78.0% | -0.4% | -77.6% | -74.0% |
| All | -95.7% | -3.2% | -92.5% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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 · Available span rolling