+1,837.5%
SNDK vs PH
+25.3%
+1,812.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -5.4% |
| 7D | -6.1% | -1.3% | -4.8% | -4.8% |
| 30D | +21.5% | -11.0% | +32.5% | +38.1% |
| 3M | -13.2% | +5.5% | -18.7% | -19.2% |
| 6M | +149.2% | +1.5% | +147.7% | +141.8% |
| YTD | +588.1% | +8.8% | +579.3% | +504.8% |
| 1Y | +1,837.5% | +24.5% | +1,813.1% | +1,372.5% |
| All | +1,837.5% | +25.3% | +1,812.2% | +1,372.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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