+2,684.0%
SNDK vs HAL
+74.7%
+2,609.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +12.1% |
| 7D | +17.2% | +2.9% | +14.2% | +16.0% |
| 30D | +28.8% | +17.0% | +11.8% | +22.3% |
| 3M | -1.1% | -9.7% | +8.5% | +0.5% |
| 6M | +190.5% | +8.6% | +181.8% | +181.4% |
| YTD | +633.0% | +33.0% | +600.0% | +557.7% |
| 1Y | +2,684.0% | +68.3% | +2,615.7% | +2,334.8% |
| All | +2,684.0% | +74.7% | +2,609.3% | +2,334.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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