-89.4%
SNDQ vs QLD
+1.8%
-91.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +6.8% | -18.9% | +11.4% |
| 7D | +23.4% | -1.4% | +24.8% | +30.9% |
| 30D | +128.3% | -19.6% | +147.9% | +31.9% |
| 3M | -2.6% | -14.1% | +11.5% | -25.3% |
| 6M | -62.1% | -13.6% | -48.5% | -39.4% |
| All | -89.4% | +1.8% | -91.2% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 all: compounded portfolio wealth divided by compounded QLD 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…
all analysis · Full analysis span regression · 6 months rolling