+41.9%
V vs SNDQ
-90.8%
+132.6%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +15.3% | -11.4% | +3.3% |
| 7D | +9.0% | +66.1% | -57.2% | +6.8% |
| 30D | +18.1% | +122.5% | -104.4% | +14.3% |
| 3M | +18.3% | +11.6% | +6.8% | +16.2% |
| 6M | +34.1% | -82.2% | +116.3% | +32.8% |
| All | +41.9% | -90.8% | +132.6% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 SNDQ 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