-87.1%
SNDQ vs DUK
+4.7%
-91.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | +0.4% | +44.0% | +42.6% |
| 7D | +116.9% | +3.3% | +113.5% | +92.4% |
| 30D | +205.2% | +12.5% | +192.8% | +95.6% |
| 3M | +45.4% | +6.4% | +39.0% | +15.0% |
| 6M | -66.2% | +3.7% | -70.0% | -67.2% |
| All | -87.1% | +4.7% | -91.8% | -87.3% |
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 · 6 months rolling