-95.7%
SNDQ vs SPGI
+5.8%
-101.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -1.6% | -22.2% | -18.7% |
| 7D | -30.8% | +0.1% | -31.0% | -30.5% |
| 30D | -51.7% | +8.4% | -60.1% | -64.1% |
| 3M | -78.0% | +11.8% | -89.9% | -82.9% |
| All | -95.7% | +5.8% | -101.5% | -96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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 · Available span rolling