+4,601.6%
SNDK vs HIG
+26.5%
+4,575.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.2% | -4.0% |
| 7D | +8.8% | -2.3% | +11.1% | +8.0% |
| 30D | +33.2% | -1.2% | +34.4% | +32.9% |
| 3M | +3.0% | +6.3% | -3.3% | +3.5% |
| 6M | +173.5% | +0.6% | +172.9% | +178.4% |
| YTD | +613.0% | +0.6% | +612.4% | +621.3% |
| 1Y | +2,189.8% | +6.1% | +2,183.7% | +2,105.2% |
| All | +4,601.6% | +26.5% | +4,575.2% | +3,533.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling