-87.1%
SNDQ vs SCHW
+2.2%
-89.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -0.8% | +45.2% | +45.9% |
| 7D | +116.9% | +3.5% | +113.4% | +101.7% |
| 30D | +205.2% | -4.4% | +209.6% | +231.7% |
| 3M | +45.4% | -14.0% | +59.5% | +95.0% |
| 6M | -66.2% | +0.8% | -67.1% | -69.4% |
| All | -87.1% | +2.2% | -89.3% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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