+2,684.0%
SNDK vs DHR
+5.2%
+2,678.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.6% | +13.5% | +11.9% |
| 7D | +17.2% | -3.9% | +21.1% | +17.2% |
| 30D | +28.8% | +4.0% | +24.8% | +28.9% |
| 3M | -1.1% | +11.5% | -12.6% | -4.7% |
| 6M | +190.5% | +1.9% | +188.6% | +197.4% |
| YTD | +633.0% | -8.9% | +641.9% | +698.7% |
| 1Y | +2,684.0% | +5.1% | +2,678.9% | +2,726.1% |
| All | +2,684.0% | +5.2% | +2,678.8% | +2,726.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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