-91.0%
SNDQ vs VIK
+13.7%
-104.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +6.2% | +9.1% | +18.6% |
| 7D | +66.1% | +5.4% | +60.7% | +69.6% |
| 30D | +122.5% | +12.5% | +110.0% | +137.9% |
| 3M | +11.6% | -15.2% | +26.8% | -7.0% |
| 6M | -82.2% | +15.4% | -97.5% | -83.5% |
| All | -91.0% | +13.7% | -104.7% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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