-95.7%
SNDQ vs PH
+0.4%
-96.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -0.2% | -23.6% | -24.0% |
| 7D | -30.8% | -3.1% | -27.8% | -33.5% |
| 30D | -51.7% | -3.2% | -48.5% | -54.1% |
| 3M | -78.0% | +10.6% | -88.6% | -76.1% |
| All | -95.7% | +0.4% | -96.1% | -95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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