+4,601.6%
SNDK vs PH
+39.1%
+4,562.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -2.2% |
| 7D | +8.8% | -3.1% | +12.0% | +12.9% |
| 30D | +33.2% | -11.8% | +45.0% | +53.3% |
| 3M | +3.0% | +6.9% | -3.9% | -4.9% |
| 6M | +173.5% | -1.3% | +174.8% | +173.7% |
| YTD | +613.0% | +7.0% | +606.1% | +551.4% |
| 1Y | +2,189.8% | +23.1% | +2,166.7% | +1,683.2% |
| All | +4,601.6% | +39.1% | +4,562.5% | +2,946.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling