+4,437.1%
SNDK vs HRB
-7.3%
+4,444.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.2% |
| 7D | -6.1% | -8.0% | +1.9% | -10.4% |
| 30D | +21.5% | -16.0% | +37.5% | +11.3% |
| 3M | -13.2% | +26.9% | -40.1% | +2.5% |
| 6M | +149.2% | +51.1% | +98.1% | +214.3% |
| YTD | +588.1% | +7.1% | +581.0% | +717.6% |
| 1Y | +1,837.5% | -9.6% | +1,847.2% | +2,194.0% |
| All | +4,437.1% | -7.3% | +4,444.3% | +5,107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 5y: compounded portfolio wealth divided by compounded HRB 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…
5y analysis · Full analysis span regression · 6 months rolling