-91.0%
SNDQ vs WPM
-7.6%
-83.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +12.0% | +3.3% | +26.4% |
| 7D | +66.1% | +3.9% | +62.3% | +68.8% |
| 30D | +122.5% | -3.5% | +126.0% | +112.0% |
| 3M | +11.6% | +14.1% | -2.5% | +37.3% |
| 6M | -82.2% | +6.2% | -88.4% | -72.9% |
| All | -91.0% | -7.6% | -83.5% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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