-17.3%
SNDQ vs SUI
+0.9%
-18.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.1% | -0.8% | -26.3% | -24.8% |
| 7D | -9.0% | -2.4% | -6.5% | -1.2% |
| 30D | +57.3% | +3.3% | +53.9% | +54.1% |
| 3M | -17.3% | +0.7% | -18.0% | -22.1% |
| All | -17.3% | +0.9% | -18.2% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3mo: compounded portfolio wealth divided by compounded SUI 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…
3mo analysis · Full analysis span regression · Available span rolling