-95.5%
SNDQ vs URI
+5.3%
-100.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -3.9% | +11.8% | -1.3% |
| 7D | -20.4% | -0.5% | -19.9% | -20.0% |
| 30D | -54.5% | -13.4% | -41.1% | -66.6% |
| 3M | -79.1% | -6.2% | -72.9% | -80.4% |
| All | -95.5% | +5.3% | -100.8% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · Available span rolling