+4,800.5%
SNDK vs EXEL
+77.2%
+4,723.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.1% |
| 7D | +13.6% | -0.3% | +13.9% | +13.7% |
| 30D | +42.5% | +10.1% | +32.4% | +36.9% |
| 3M | +7.1% | +10.1% | -2.9% | +2.8% |
| 6M | +199.7% | +37.7% | +162.0% | +162.2% |
| YTD | +643.2% | +33.1% | +610.1% | +558.1% |
| 1Y | +2,402.0% | +52.4% | +2,349.6% | +2,027.3% |
| All | +4,800.5% | +77.2% | +4,723.3% | +3,857.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling