-91.0%
SNDQ vs HL
-18.9%
-72.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +13.2% | +2.1% | +29.7% |
| 7D | +66.1% | +0.2% | +65.9% | +63.1% |
| 30D | +122.5% | -12.1% | +134.6% | +91.8% |
| 3M | +11.6% | -2.8% | +14.4% | +17.4% |
| 6M | -82.2% | -14.9% | -67.3% | -74.6% |
| All | -91.0% | -18.9% | -72.1% | -87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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