+4,727.7%
SNDK vs HWM
+84.9%
+4,642.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -10.7% | +10.6% | +9.0% |
| 7D | +13.1% | -9.2% | +22.3% | +21.4% |
| 30D | +43.4% | -17.9% | +61.2% | +67.4% |
| 3M | +5.8% | -6.0% | +11.9% | +9.9% |
| 6M | +229.6% | -7.4% | +236.9% | +239.0% |
| YTD | +632.2% | +13.1% | +619.1% | +517.0% |
| 1Y | +2,365.4% | +29.3% | +2,336.1% | +1,763.7% |
| All | +4,727.7% | +84.9% | +4,642.8% | +2,429.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling