+1,837.5%
SNDK vs HPE
+157.9%
+1,679.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +12.4% | -15.9% | -9.1% |
| 7D | -6.1% | +19.4% | -25.5% | -14.3% |
| 30D | +21.5% | +5.6% | +15.9% | +17.6% |
| 3M | -13.2% | +33.1% | -46.2% | -24.5% |
| 6M | +149.2% | +192.5% | -43.3% | +57.5% |
| YTD | +588.1% | +160.9% | +427.2% | +364.2% |
| 1Y | +1,837.5% | +155.0% | +1,682.6% | +1,236.0% |
| All | +1,837.5% | +157.9% | +1,679.7% | +1,236.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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