-91.0%
SNDQ vs ROIV
+30.7%
-121.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +6.1% | +9.2% | +19.2% |
| 7D | +66.1% | +3.0% | +63.1% | +68.8% |
| 30D | +122.5% | +6.8% | +115.7% | +133.9% |
| 3M | +11.6% | +10.5% | +1.0% | +22.0% |
| 6M | -82.2% | +34.8% | -117.0% | -78.2% |
| All | -91.0% | +30.7% | -121.7% | -89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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