+4,437.1%
SNDK vs HUBB
+19.7%
+4,417.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -6.1% |
| 7D | -6.1% | -0.1% | -6.1% | -6.3% |
| 30D | +21.5% | -10.0% | +31.5% | +41.4% |
| 3M | -13.2% | -1.6% | -11.6% | -7.8% |
| 6M | +149.2% | -3.1% | +152.3% | +165.0% |
| YTD | +588.1% | +4.6% | +583.5% | +567.0% |
| 1Y | +1,837.5% | +3.3% | +1,834.2% | +1,856.1% |
| All | +4,437.1% | +19.7% | +4,417.3% | +3,774.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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