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  • SNDQ vs SO✓SelectedUSD · SOSNDQ vs SO performance historyLatest closeAs of-3.14%09/09
Stock and ETF performance explorer

SNDQ vs SO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-60.2%
SO return
-3.6%
Excess return
-56.6%
Maximum drawdown
-60.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioSOExcessAlpha
1D-3.1%-0.7%-2.4%-2.9%
7D-26.2%0.0%-26.2%-26.2%
30D-60.2%-2.5%-57.7%-59.8%
All-60.2%-3.6%-56.6%-59.8%

Cumulative growth

Daily Returns

Daily percentage return beside SO.

Daily Out/Under-Performance

Portfolio return minus SO return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SO 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 1mo: compounded portfolio wealth divided by compounded SO 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…

1mo analysis · Full analysis span regression · Available span rolling