-91.0%
SNDQ vs GEN
+60.9%
-151.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +4.0% | +11.3% | +11.7% |
| 7D | +66.1% | +26.9% | +39.3% | +38.1% |
| 30D | +122.5% | +38.6% | +83.9% | +73.1% |
| 3M | +11.6% | +9.7% | +1.8% | +9.6% |
| 6M | -82.2% | +58.9% | -141.1% | -77.8% |
| All | -91.0% | +60.9% | -151.9% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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