-89.4%
SNDQ vs XLY
+2.8%
-92.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +2.9% | -15.1% | -9.6% |
| 7D | +23.4% | +2.4% | +21.0% | +23.8% |
| 30D | +128.3% | +7.2% | +121.1% | +133.2% |
| 3M | -2.6% | +1.2% | -3.8% | -2.6% |
| 6M | -62.1% | +1.1% | -63.2% | -63.7% |
| All | -89.4% | +2.8% | -92.2% | -89.4% |
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