+199.7%
SNDK vs EXE
-9.4%
+209.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +0.9% |
| 7D | +13.6% | -2.7% | +16.3% | +12.6% |
| 30D | +42.5% | -0.4% | +42.9% | +42.7% |
| 3M | +7.1% | +9.5% | -2.3% | +9.5% |
| 6M | +199.7% | -9.3% | +209.0% | +193.3% |
| All | +199.7% | -9.4% | +209.0% | +193.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling