-95.5%
SNDQ vs FLEX
+26.4%
-122.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -4.1% | +12.1% | +2.5% |
| 7D | -20.4% | +0.1% | -20.5% | -19.5% |
| 30D | -54.5% | -11.8% | -42.7% | -59.8% |
| 3M | -79.1% | -22.6% | -56.5% | -77.6% |
| All | -95.5% | +26.4% | -122.0% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · Available span rolling