-91.8%
SNDQ vs USB
+8.7%
-100.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.1% | -0.1% | -27.0% | -27.0% |
| 7D | -9.0% | -0.5% | -8.4% | -9.0% |
| 30D | +57.3% | +5.7% | +51.6% | +49.3% |
| 3M | -17.3% | -4.7% | -12.6% | -15.9% |
| 6M | -71.3% | +13.4% | -84.7% | -77.9% |
| All | -91.8% | +8.7% | -100.5% | -93.8% |
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