+4,800.5%
SNDK vs EXPD
+72.6%
+4,727.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.5% |
| 7D | +13.6% | +1.2% | +12.4% | +12.6% |
| 30D | +42.5% | +5.2% | +37.3% | +37.5% |
| 3M | +7.1% | +13.2% | -6.1% | -2.4% |
| 6M | +199.7% | +30.3% | +169.3% | +144.9% |
| YTD | +643.2% | +27.0% | +616.2% | +496.5% |
| 1Y | +2,402.0% | +57.3% | +2,344.7% | +1,551.3% |
| All | +4,800.5% | +72.6% | +4,727.9% | +2,916.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling