+10.7%
SNDU vs EXEL
+75.0%
-64.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.6% | -16.4% | -16.1% |
| 7D | -48.0% | +9.8% | -57.8% | -51.1% |
| 30D | -66.4% | +23.6% | -90.0% | -71.1% |
| 3M | -58.7% | +29.9% | -88.6% | -65.6% |
| 6M | -68.6% | +64.7% | -133.3% | -78.7% |
| All | +10.7% | +75.0% | -64.3% | -35.9% |
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 · 6 months rolling