-91.0%
SNDQ vs PTC
+41.6%
-132.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.6% | +14.7% | +14.9% |
| 7D | +66.1% | +0.1% | +66.0% | +66.1% |
| 30D | +122.5% | +1.5% | +121.0% | +120.0% |
| 3M | +11.6% | +37.8% | -26.2% | -23.4% |
| 6M | -82.2% | +41.2% | -123.4% | -89.8% |
| All | -91.0% | +41.6% | -132.6% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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