-91.0%
SNDQ vs TRI
+30.5%
-121.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +6.4% | +8.9% | +4.7% |
| 7D | +66.1% | +1.0% | +65.2% | +64.6% |
| 30D | +122.5% | +20.8% | +101.8% | +66.9% |
| 3M | +11.6% | +8.1% | +3.5% | -2.6% |
| 6M | -82.2% | +24.2% | -106.3% | -88.8% |
| All | -91.0% | +30.5% | -121.6% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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 · 6 months rolling