+260.6%
SNDU vs EXE
-9.0%
+269.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.2% | +24.8% | +22.7% |
| 7D | +35.2% | -0.3% | +35.4% | +35.1% |
| 30D | +50.8% | +8.5% | +42.4% | +58.9% |
| 3M | -43.2% | +5.5% | -48.6% | -42.4% |
| All | +260.6% | -9.0% | +269.6% | +226.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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