+4,437.1%
SNDK vs HIG
+26.1%
+4,411.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.6% |
| 7D | -6.1% | -1.5% | -4.7% | -6.6% |
| 30D | +21.5% | -0.4% | +21.9% | +21.6% |
| 3M | -13.2% | +6.7% | -19.9% | -12.9% |
| 6M | +149.2% | +2.0% | +147.2% | +151.4% |
| YTD | +588.1% | +0.3% | +587.8% | +595.2% |
| 1Y | +1,837.5% | +4.2% | +1,833.4% | +1,794.5% |
| All | +4,437.1% | +26.1% | +4,411.0% | +3,402.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling