+4,437.1%
SNDK vs EXC
+7.2%
+4,429.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.8% |
| 7D | -6.1% | -1.1% | -5.0% | -6.7% |
| 30D | +21.5% | -3.6% | +25.1% | +19.2% |
| 3M | -13.2% | -4.3% | -8.9% | -14.9% |
| 6M | +149.2% | -9.9% | +159.2% | +145.4% |
| YTD | +588.1% | +1.8% | +586.3% | +575.9% |
| 1Y | +1,837.5% | +2.9% | +1,834.7% | +1,824.4% |
| All | +4,437.1% | +7.2% | +4,429.9% | +4,352.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling