+260.6%
SNDU vs EXPD
+36.2%
+224.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.9% | +22.7% | +22.0% |
| 7D | +35.2% | -1.1% | +36.3% | +38.1% |
| 30D | +50.8% | +4.1% | +46.7% | +43.3% |
| 3M | -43.2% | +17.9% | -61.1% | -56.7% |
| All | +260.6% | +36.2% | +224.4% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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