-95.5%
SNDQ vs SCHW
+18.5%
-114.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.7% | +7.2% | +6.1% |
| 7D | -20.4% | -2.8% | -17.6% | -13.7% |
| 30D | -54.5% | -0.1% | -54.5% | -55.7% |
| 3M | -79.1% | +20.6% | -99.6% | -85.5% |
| All | -95.5% | +18.5% | -114.0% | -96.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling