+4.4%
XLK vs SNDQ
-86.6%
+91.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +44.4% | -52.4% | -3.5% |
| 7D | -14.0% | +116.9% | -130.8% | -5.5% |
| 30D | -19.6% | +205.2% | -224.9% | -8.2% |
| 3M | -12.6% | +45.4% | -58.0% | -4.8% |
| 6M | -1.7% | -66.2% | +64.5% | +5.6% |
| All | +4.4% | -86.6% | +91.1% | +5.9% |
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