-30.8%
SNDU vs QQQI
+7.0%
-37.8%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -2.5% |
| 7D | -47.4% | -1.0% | -46.3% | -36.2% |
| 30D | -75.5% | -8.7% | -66.8% | -37.2% |
| 3M | -64.9% | -4.6% | -60.4% | -36.9% |
| 6M | -86.9% | -3.6% | -83.3% | -67.3% |
| All | -30.8% | +7.0% | -37.8% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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