-91.8%
SNDQ vs XLY
+2.8%
-94.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.1% | 0.0% | -27.0% | -27.1% |
| 7D | -9.0% | -1.1% | -7.9% | -8.3% |
| 30D | +57.3% | +7.8% | +49.5% | +60.7% |
| 3M | -17.3% | +1.7% | -19.0% | -17.0% |
| 6M | -71.3% | +1.8% | -73.1% | -72.2% |
| All | -91.8% | +2.8% | -94.6% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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