-87.1%
SNDQ vs XLU
-3.2%
-83.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -0.7% | +45.1% | +45.6% |
| 7D | +116.9% | +0.4% | +116.5% | +115.5% |
| 30D | +205.2% | +5.2% | +200.0% | +186.3% |
| 3M | +45.4% | -0.1% | +45.5% | +45.2% |
| 6M | -66.2% | -5.3% | -60.9% | -65.7% |
| All | -87.1% | -3.2% | -83.8% | -86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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