+4,800.5%
SNDK vs PH
+41.3%
+4,759.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.3% |
| 7D | +13.6% | 0.0% | +13.6% | +13.5% |
| 30D | +42.5% | -10.3% | +52.8% | +60.8% |
| 3M | +7.1% | +5.1% | +2.1% | +0.7% |
| 6M | +199.7% | +2.3% | +197.4% | +187.3% |
| YTD | +643.2% | +8.7% | +634.5% | +566.2% |
| 1Y | +2,402.0% | +26.8% | +2,375.2% | +1,783.5% |
| All | +4,800.5% | +41.3% | +4,759.1% | +3,015.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling