-95.7%
SNDQ vs UMC
+76.6%
-172.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | +4.6% | -28.4% | -15.7% |
| 7D | -30.8% | +5.0% | -35.8% | -23.2% |
| 30D | -51.7% | +7.7% | -59.4% | -43.1% |
| 3M | -78.0% | +1.7% | -79.7% | -62.8% |
| All | -95.7% | +76.6% | -172.3% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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