-87.1%
SNDQ vs TROW
+11.3%
-98.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -3.4% | +47.8% | +40.5% |
| 7D | +116.9% | +2.0% | +114.9% | +117.7% |
| 30D | +205.2% | +4.9% | +200.3% | +214.4% |
| 3M | +45.4% | -4.3% | +49.7% | +38.1% |
| 6M | -66.2% | +7.0% | -73.2% | -54.7% |
| All | -87.1% | +11.3% | -98.4% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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