+433.2%
SNDK vs EXC
+1.0%
+432.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.6% | -9.5% | -6.4% |
| 7D | -26.2% | +3.3% | -29.4% | -23.7% |
| 30D | -39.1% | +13.3% | -52.4% | -32.0% |
| 3M | -27.3% | +1.8% | -29.2% | -24.8% |
| 6M | -17.4% | +1.1% | -18.5% | -12.9% |
| YTD | +337.0% | +9.0% | +328.0% | +329.3% |
| 1Y | +433.2% | +3.4% | +429.8% | +508.5% |
| All | +433.2% | +1.0% | +432.1% | +508.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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