+4,437.1%
SNDK vs HAL
+44.4%
+4,392.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.1% |
| 7D | -6.1% | -3.3% | -2.8% | -4.0% |
| 30D | +21.5% | +8.2% | +13.3% | +15.4% |
| 3M | -13.2% | -9.4% | -3.7% | -8.1% |
| 6M | +149.2% | +0.6% | +148.6% | +142.7% |
| YTD | +588.1% | +28.6% | +559.5% | +445.0% |
| 1Y | +1,837.5% | +63.9% | +1,773.6% | +1,138.2% |
| All | +4,437.1% | +44.4% | +4,392.7% | +3,599.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling