-95.5%
SNDQ vs MSCI
-9.5%
-86.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.3% | +9.2% | +12.5% |
| 7D | -20.4% | -4.7% | -15.7% | -6.3% |
| 30D | -54.5% | -2.2% | -52.3% | -52.7% |
| 3M | -79.1% | -9.7% | -69.4% | -66.5% |
| All | -95.5% | -9.5% | -86.0% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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