+4,800.5%
SNDK vs CART
-6.8%
+4,807.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +1.8% |
| 7D | +13.6% | -9.5% | +23.1% | +14.6% |
| 30D | +42.5% | -7.8% | +50.3% | +43.4% |
| 3M | +7.1% | +10.4% | -3.3% | +4.9% |
| 6M | +199.7% | +20.1% | +179.6% | +188.9% |
| YTD | +643.2% | +3.7% | +639.5% | +643.3% |
| 1Y | +2,402.0% | +2.6% | +2,399.4% | +2,355.8% |
| All | +4,800.5% | -6.8% | +4,807.3% | +4,703.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 10y: compounded portfolio wealth divided by compounded CART 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…
10y analysis · Full analysis span regression · 6 months rolling