+4,601.6%
SNDK vs EXC
+7.8%
+4,593.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.3% | -4.4% |
| 7D | +8.8% | -1.6% | +10.5% | +7.9% |
| 30D | +33.2% | -2.4% | +35.5% | +31.5% |
| 3M | +3.0% | -4.0% | +7.0% | +1.2% |
| 6M | +173.5% | -9.8% | +183.3% | +170.1% |
| YTD | +613.0% | +2.3% | +610.7% | +602.6% |
| 1Y | +2,189.8% | +3.8% | +2,185.9% | +2,182.8% |
| All | +4,601.6% | +7.8% | +4,593.8% | +4,527.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling