-89.4%
SNDQ vs USB
+9.1%
-98.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +2.5% | -14.7% | -13.4% |
| 7D | +23.4% | +0.8% | +22.6% | +22.2% |
| 30D | +128.3% | +6.8% | +121.5% | +115.4% |
| 3M | -2.6% | -3.8% | +1.2% | -1.7% |
| 6M | -62.1% | +11.7% | -73.9% | -71.0% |
| All | -89.4% | +9.1% | -98.5% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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