+2,684.0%
SNDK vs HALO
+47.3%
+2,636.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +12.0% |
| 7D | +17.2% | +4.6% | +12.6% | +16.1% |
| 30D | +28.8% | +31.8% | -3.0% | +18.6% |
| 3M | -1.1% | +53.9% | -55.0% | -18.2% |
| 6M | +190.5% | +57.4% | +133.1% | +136.4% |
| YTD | +633.0% | +63.7% | +569.3% | +431.8% |
| 1Y | +2,684.0% | +50.1% | +2,633.9% | +2,262.6% |
| All | +2,684.0% | +47.3% | +2,636.7% | +2,262.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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