+10.7%
SNDU vs HST
+46.4%
-35.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.3% | -17.1% | -16.8% |
| 7D | -48.0% | +3.3% | -51.3% | -49.3% |
| 30D | -66.4% | +16.4% | -82.8% | -70.0% |
| 3M | -58.7% | +5.5% | -64.2% | -58.9% |
| 6M | -68.6% | +31.1% | -99.7% | -78.3% |
| All | +10.7% | +46.4% | -35.7% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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