+4,601.6%
SNDK vs HAS
+59.3%
+4,542.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.4% | -4.9% |
| 7D | +8.8% | -3.1% | +11.9% | +10.9% |
| 30D | +33.2% | -6.4% | +39.6% | +38.5% |
| 3M | +3.0% | +10.4% | -7.4% | -5.6% |
| 6M | +173.5% | -3.7% | +177.2% | +170.1% |
| YTD | +613.0% | +12.5% | +600.6% | +495.6% |
| 1Y | +2,189.8% | +19.8% | +2,169.9% | +1,710.7% |
| All | +4,601.6% | +59.3% | +4,542.4% | +2,843.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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