+2,684.0%
SNDK vs EXE
+3.1%
+2,680.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.0% | +12.0% |
| 7D | +17.2% | -0.3% | +17.4% | +17.2% |
| 30D | +28.8% | +8.5% | +20.4% | +26.7% |
| 3M | -1.1% | +5.5% | -6.6% | -2.2% |
| 6M | +190.5% | -5.9% | +196.4% | +195.5% |
| YTD | +633.0% | -9.7% | +642.7% | +650.5% |
| 1Y | +2,684.0% | +3.6% | +2,680.4% | +2,989.4% |
| All | +2,684.0% | +3.1% | +2,680.9% | +2,989.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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