-95.5%
SNDQ vs WEC
-6.3%
-89.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.8% | +8.7% | +9.7% |
| 7D | -20.4% | -1.3% | -19.1% | -17.7% |
| 30D | -54.5% | -0.4% | -54.1% | -56.3% |
| 3M | -79.1% | -6.8% | -72.3% | -73.5% |
| All | -95.5% | -6.3% | -89.2% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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 · Available span rolling