-95.7%
SNDQ vs HL
+12.1%
-107.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -2.5% | -21.3% | -26.7% |
| 7D | -30.8% | +1.5% | -32.3% | -30.5% |
| 30D | -51.7% | +25.1% | -76.8% | -35.1% |
| 3M | -78.0% | +22.9% | -100.9% | -55.7% |
| All | -95.7% | +12.1% | -107.8% | -91.4% |
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 · Available span rolling