+4,437.1%
SNDK vs HCA
+37.3%
+4,399.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.4% |
| 7D | -6.1% | +5.4% | -11.5% | -5.6% |
| 30D | +21.5% | +3.0% | +18.5% | +22.0% |
| 3M | -13.2% | +13.0% | -26.2% | -13.8% |
| 6M | +149.2% | -20.3% | +169.5% | +185.0% |
| YTD | +588.1% | -8.2% | +596.3% | +643.1% |
| 1Y | +1,837.5% | +6.7% | +1,830.8% | +1,824.0% |
| All | +4,437.1% | +37.3% | +4,399.8% | +3,763.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling