-91.0%
SNDQ vs U
+71.3%
-162.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +4.9% | +10.4% | +18.1% |
| 7D | +66.1% | +7.5% | +58.7% | +73.8% |
| 30D | +122.5% | -7.0% | +129.6% | +117.8% |
| 3M | +11.6% | +20.6% | -9.0% | +25.5% |
| 6M | -82.2% | +53.2% | -135.4% | -73.7% |
| All | -91.0% | +71.3% | -162.3% | -82.6% |
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 · 6 months rolling