-95.7%
SNDQ vs PSX
+60.0%
-155.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | +0.2% | -24.0% | -23.8% |
| 7D | -30.8% | +4.5% | -35.4% | -30.3% |
| 30D | -51.7% | +26.6% | -78.3% | -51.9% |
| 3M | -78.0% | +39.3% | -117.3% | -80.4% |
| All | -95.7% | +60.0% | -155.7% | -95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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