+4,437.1%
SNDK vs DHR
-0.2%
+4,437.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -6.1% | -3.6% | -2.5% | -4.7% |
| 30D | +21.5% | -2.7% | +24.2% | +22.7% |
| 3M | -13.2% | +10.9% | -24.1% | -21.9% |
| 6M | +149.2% | +3.0% | +146.2% | +136.2% |
| YTD | +588.1% | -12.2% | +600.3% | +647.4% |
| 1Y | +1,837.5% | +3.3% | +1,834.2% | +1,698.7% |
| All | +4,437.1% | -0.2% | +4,437.3% | +4,607.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling