-91.0%
SNDQ vs IYR
+4.2%
-95.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.1% | +12.2% | -0.8% |
| 7D | +66.1% | +6.9% | +59.2% | +20.5% |
| 30D | +122.5% | +10.2% | +112.3% | +41.2% |
| 3M | +11.6% | -0.3% | +11.9% | +17.9% |
| 6M | -82.2% | +3.6% | -85.8% | -81.4% |
| All | -91.0% | +4.2% | -95.3% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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