-95.2%
SNDQ vs SPGI
-2.0%
-93.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.1% | +6.8% | +6.6% |
| 7D | +11.6% | -7.4% | +19.0% | +39.6% |
| 30D | -45.1% | +0.4% | -45.4% | -48.5% |
| 3M | -68.6% | +5.3% | -73.9% | -72.6% |
| All | -95.2% | -2.0% | -93.2% | -94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling