-88.0%
SNDQ vs USB
+6.4%
-94.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.6% |
| 7D | +58.7% | 0.0% | +58.7% | +57.3% |
| 30D | +194.6% | +5.8% | +188.7% | +179.1% |
| 3M | +18.9% | -6.0% | +24.8% | +21.4% |
| 6M | -68.3% | +7.8% | -76.1% | -75.4% |
| All | -88.0% | +6.4% | -94.4% | -90.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling