+4,727.7%
SNDK vs EXC
+9.2%
+4,718.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | +0.3% |
| 7D | +13.1% | +1.2% | +11.9% | +13.9% |
| 30D | +43.4% | -2.7% | +46.1% | +41.4% |
| 3M | +5.8% | -1.0% | +6.8% | +5.2% |
| 6M | +229.6% | -9.3% | +238.9% | +227.9% |
| YTD | +632.2% | +3.6% | +628.5% | +626.6% |
| 1Y | +2,365.4% | +5.9% | +2,359.5% | +2,379.7% |
| All | +4,727.7% | +9.2% | +4,718.6% | +4,686.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling