+2,684.0%
SNDK vs EXEL
+59.2%
+2,624.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.2% | +12.1% | +12.0% |
| 7D | +17.2% | +8.4% | +8.8% | +12.1% |
| 30D | +28.8% | +4.1% | +24.8% | +25.8% |
| 3M | -1.1% | +12.4% | -13.5% | -8.2% |
| 6M | +190.5% | +41.5% | +148.9% | +130.1% |
| YTD | +633.0% | +34.6% | +598.4% | +497.7% |
| 1Y | +2,684.0% | +57.9% | +2,626.1% | +1,803.0% |
| All | +2,684.0% | +59.2% | +2,624.8% | +1,803.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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