+2,684.0%
SNDK vs EXC
+2.6%
+2,681.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.0% | +13.9% | +10.4% |
| 7D | +17.2% | -0.7% | +17.8% | +16.7% |
| 30D | +28.8% | -4.6% | +33.5% | +24.6% |
| 3M | -1.1% | -2.2% | +1.1% | -3.1% |
| 6M | +190.5% | -10.6% | +201.0% | +189.3% |
| YTD | +633.0% | +1.9% | +631.1% | +598.7% |
| 1Y | +2,684.0% | +3.4% | +2,680.6% | +2,530.0% |
| All | +2,684.0% | +2.6% | +2,681.4% | +2,530.0% |
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