+4,601.6%
SNDK vs BHP
+82.3%
+4,519.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.3% | +1.3% | +1.7% |
| 7D | +8.8% | -3.7% | +12.6% | +13.2% |
| 30D | +33.2% | -0.8% | +34.0% | +32.3% |
| 3M | +3.0% | +7.6% | -4.6% | -5.2% |
| 6M | +173.5% | +20.8% | +152.7% | +122.6% |
| YTD | +613.0% | +50.8% | +562.3% | +348.1% |
| 1Y | +2,189.8% | +70.9% | +2,118.8% | +1,166.5% |
| All | +4,601.6% | +82.3% | +4,519.3% | +2,647.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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