+9.8%
WFC vs SNDQ
-90.8%
+100.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +15.3% | -13.1% | +2.0% |
| 7D | +4.5% | +66.1% | -61.7% | +3.8% |
| 30D | +7.4% | +122.5% | -115.2% | +6.2% |
| 3M | -0.5% | +11.6% | -12.1% | -1.1% |
| 6M | +11.7% | -82.2% | +93.9% | +14.0% |
| All | +9.8% | -90.8% | +100.6% | +15.5% |
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