+173.5%
SNDK vs HL
-8.0%
+181.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.0% | -0.1% | -1.7% |
| 7D | +8.8% | -5.6% | +14.5% | +12.4% |
| 30D | +33.2% | +12.7% | +20.4% | +20.9% |
| 3M | +3.0% | +42.5% | -39.5% | -19.4% |
| 6M | +173.5% | -9.0% | +182.5% | +167.1% |
| All | +173.5% | -8.0% | +181.4% | +167.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 6mo: compounded portfolio wealth divided by compounded HL 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…
6mo analysis · Full analysis span regression · 6 months rolling