+2,684.0%
SNDK vs HWM
+48.6%
+2,635.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.5% | +12.4% | +12.3% |
| 7D | +17.2% | -2.1% | +19.3% | +18.3% |
| 30D | +28.8% | -11.0% | +39.8% | +43.8% |
| 3M | -1.1% | +4.0% | -5.2% | -5.3% |
| 6M | +190.5% | -0.2% | +190.7% | +187.7% |
| YTD | +633.0% | +26.7% | +606.4% | +409.7% |
| 1Y | +2,684.0% | +44.7% | +2,639.3% | +1,674.8% |
| All | +2,684.0% | +48.6% | +2,635.4% | +1,674.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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