-95.7%
SNDQ vs IJR
+7.4%
-103.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | +0.4% | -24.2% | -21.3% |
| 7D | -30.8% | -0.2% | -30.7% | -31.7% |
| 30D | -51.7% | -2.4% | -49.3% | -58.8% |
| 3M | -78.0% | +3.9% | -82.0% | -65.7% |
| All | -95.7% | +7.4% | -103.1% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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