+4,601.6%
SNDK vs HPE
+169.4%
+4,432.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.2% | +2.2% | -0.5% |
| 7D | +8.8% | +1.4% | +7.4% | +7.2% |
| 30D | +33.2% | +1.5% | +31.6% | +30.9% |
| 3M | +3.0% | +21.7% | -18.7% | -7.2% |
| 6M | +173.5% | +164.2% | +9.3% | +51.8% |
| YTD | +613.0% | +132.1% | +481.0% | +322.1% |
| 1Y | +2,189.8% | +130.6% | +2,059.1% | +1,262.4% |
| All | +4,601.6% | +169.4% | +4,432.3% | +1,999.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling