+4,601.6%
SNDK vs HD
-21.7%
+4,623.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.5% | -3.5% |
| 7D | +8.8% | -3.9% | +12.7% | +10.3% |
| 30D | +33.2% | -13.1% | +46.3% | +39.3% |
| 3M | +3.0% | -3.4% | +6.4% | +2.0% |
| 6M | +173.5% | -12.6% | +186.0% | +185.8% |
| YTD | +613.0% | -9.2% | +622.3% | +627.0% |
| 1Y | +2,189.8% | -23.9% | +2,213.7% | +2,532.9% |
| All | +4,601.6% | -21.7% | +4,623.3% | +4,956.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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