-90.2%
SNDQ vs ROIV
+35.1%
-125.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.2% | +10.0% |
| 7D | -18.7% | +1.7% | -20.3% | -16.6% |
| 30D | +69.5% | +17.6% | +51.9% | +95.6% |
| 3M | +54.2% | +9.0% | +45.3% | +67.6% |
| 6M | -69.6% | +35.3% | -104.9% | -60.3% |
| All | -90.2% | +35.1% | -125.3% | -87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling