+4,601.6%
SNDK vs HST
+50.6%
+4,551.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.5% | -4.5% |
| 7D | +8.8% | +0.7% | +8.2% | +8.1% |
| 30D | +33.2% | -0.7% | +33.8% | +33.7% |
| 3M | +3.0% | -4.0% | +7.0% | +5.1% |
| 6M | +173.5% | +20.7% | +152.8% | +115.0% |
| YTD | +613.0% | +31.0% | +582.0% | +401.9% |
| 1Y | +2,189.8% | +36.2% | +2,153.5% | +1,425.9% |
| All | +4,601.6% | +50.6% | +4,551.1% | +3,173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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