-95.7%
SNDQ vs EXEL
+26.4%
-122.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -0.2% | -23.6% | -23.9% |
| 7D | -30.8% | +8.4% | -39.2% | -28.4% |
| 30D | -51.7% | +4.1% | -55.8% | -51.5% |
| 3M | -78.0% | +12.4% | -90.4% | -77.1% |
| All | -95.7% | +26.4% | -122.1% | -95.2% |
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 · Available span rolling