+260.6%
SNDU vs QS
-20.5%
+281.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.6% | +23.1% | +23.0% |
| 7D | +35.2% | -2.3% | +37.5% | +38.8% |
| 30D | +50.8% | -0.7% | +51.5% | +46.6% |
| 3M | -43.2% | -39.6% | -3.5% | -2.8% |
| All | +260.6% | -20.5% | +281.1% | +417.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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 · Available span rolling