+240.7%
SNDU vs EXEL
+38.2%
+202.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.5% | -6.0% | -6.5% |
| 7D | +16.8% | -2.9% | +19.7% | +19.2% |
| 30D | +64.3% | +11.9% | +52.4% | +49.2% |
| 3M | -36.7% | +9.2% | -45.9% | -40.5% |
| All | +240.7% | +38.2% | +202.5% | +133.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling