-91.0%
SNDQ vs TRV
+35.9%
-126.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.5% | +11.8% | -0.1% |
| 7D | +66.1% | +3.9% | +62.3% | +42.2% |
| 30D | +122.5% | +13.5% | +109.1% | +30.6% |
| 3M | +11.6% | +8.9% | +2.7% | -17.4% |
| 6M | -82.2% | +36.8% | -118.9% | -94.8% |
| All | -91.0% | +35.9% | -126.9% | -97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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