+2,684.0%
SNDK vs HIG
+5.1%
+2,678.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +9.9% |
| 7D | +17.2% | +0.3% | +16.9% | +18.0% |
| 30D | +28.8% | -3.2% | +32.1% | +23.2% |
| 3M | -1.1% | +9.1% | -10.3% | +16.7% |
| 6M | +190.5% | -1.8% | +192.2% | +218.7% |
| YTD | +633.0% | +1.8% | +631.2% | +725.8% |
| 1Y | +2,684.0% | +4.6% | +2,679.4% | +3,282.9% |
| All | +2,684.0% | +5.1% | +2,678.9% | +3,282.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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