+433.2%
SNDK vs HALO
+92.7%
+340.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.3% | -9.2% | -8.1% |
| 7D | -26.2% | +0.2% | -26.4% | -26.2% |
| 30D | -39.1% | +20.3% | -59.5% | -40.7% |
| 3M | -27.3% | +56.6% | -83.9% | -33.5% |
| 6M | -17.4% | +101.9% | -119.3% | -36.8% |
| YTD | +337.0% | +93.7% | +243.4% | +207.7% |
| 1Y | +433.2% | +91.5% | +341.6% | +293.8% |
| All | +433.2% | +92.7% | +340.5% | +293.8% |
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