-91.0%
SNDQ vs PBR
-3.9%
-87.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -7.0% | +22.3% | +14.1% |
| 7D | +66.1% | -11.0% | +77.1% | +64.1% |
| 30D | +122.5% | -18.8% | +141.3% | +121.6% |
| 3M | +11.6% | +7.8% | +3.7% | +31.3% |
| 6M | -82.2% | -7.6% | -74.6% | -78.5% |
| All | -91.0% | -3.9% | -87.1% | -89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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