-91.0%
SNDQ vs XHB
-0.5%
-90.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +5.4% | +9.9% | +18.6% |
| 7D | +66.1% | +9.7% | +56.4% | +76.8% |
| 30D | +122.5% | +11.7% | +110.9% | +139.1% |
| 3M | +11.6% | -1.4% | +12.9% | +0.5% |
| 6M | -82.2% | +6.8% | -89.0% | -81.7% |
| All | -91.0% | -0.5% | -90.5% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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