+4,437.1%
SNDK vs HALO
+83.3%
+4,353.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.5% |
| 7D | -6.1% | -2.7% | -3.4% | -5.6% |
| 30D | +21.5% | +5.3% | +16.2% | +20.0% |
| 3M | -13.2% | +51.6% | -64.8% | -24.0% |
| 6M | +149.2% | +61.3% | +88.0% | +111.9% |
| YTD | +588.1% | +59.3% | +528.8% | +485.9% |
| 1Y | +1,837.5% | +38.3% | +1,799.3% | +1,616.7% |
| All | +4,437.1% | +83.3% | +4,353.8% | +3,835.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling