+4,437.1%
SNDK vs EXPE
+39.6%
+4,397.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.8% |
| 7D | -6.1% | -5.8% | -0.4% | -5.1% |
| 30D | +21.5% | -13.6% | +35.1% | +24.5% |
| 3M | -13.2% | +25.2% | -38.4% | -22.6% |
| 6M | +149.2% | +22.3% | +126.9% | +119.9% |
| YTD | +588.1% | -0.3% | +588.4% | +565.6% |
| 1Y | +1,837.5% | +27.8% | +1,809.7% | +1,437.6% |
| All | +4,437.1% | +39.6% | +4,397.5% | +3,469.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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