-95.7%
SNDQ vs U
+68.1%
-163.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -1.0% | -22.8% | -24.3% |
| 7D | -30.8% | -3.8% | -27.0% | -32.3% |
| 30D | -51.7% | +17.5% | -69.2% | -47.2% |
| 3M | -78.0% | +38.7% | -116.8% | -72.4% |
| All | -95.7% | +68.1% | -163.8% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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 · Available span rolling