+433.2%
SNDK vs HCA
+11.2%
+422.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +10.3% | -18.2% | -3.6% |
| 7D | -26.2% | +10.2% | -36.4% | -22.6% |
| 30D | -39.1% | +17.4% | -56.5% | -34.6% |
| 3M | -27.3% | +27.7% | -55.0% | -19.2% |
| 6M | -17.4% | +20.0% | -37.4% | -1.8% |
| YTD | +337.0% | +10.0% | +327.0% | +446.3% |
| 1Y | +433.2% | +9.0% | +424.2% | +553.5% |
| All | +433.2% | +11.2% | +422.0% | +553.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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