+1,837.5%
SNDK vs EXE
+1.0%
+1,836.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -3.2% |
| 7D | -6.1% | -3.1% | -3.0% | -5.7% |
| 30D | +21.5% | -0.9% | +22.4% | +21.5% |
| 3M | -13.2% | +9.6% | -22.7% | -15.2% |
| 6M | +149.2% | -11.6% | +160.8% | +158.5% |
| YTD | +588.1% | -12.6% | +600.6% | +608.9% |
| 1Y | +1,837.5% | +1.2% | +1,836.4% | +1,882.3% |
| All | +1,837.5% | +1.0% | +1,836.5% | +1,882.3% |
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