+10.7%
SNDU vs EXPE
+39.0%
-28.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +10.5% | -26.3% | -3.1% |
| 7D | -48.0% | +14.6% | -62.7% | -36.5% |
| 30D | -66.4% | +21.4% | -87.8% | -55.5% |
| 3M | -58.7% | +1.4% | -60.1% | -54.7% |
| 6M | -68.6% | +28.6% | -97.2% | -55.8% |
| All | +10.7% | +39.0% | -28.4% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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