-95.2%
SNDQ vs EXEL
+20.2%
-115.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.3% | +9.1% | +5.7% |
| 7D | +11.6% | -4.9% | +16.5% | +9.3% |
| 30D | -45.1% | +11.4% | -56.5% | -41.6% |
| 3M | -68.6% | +4.9% | -73.5% | -68.4% |
| All | -95.2% | +20.2% | -115.4% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · Available span rolling