+4,727.7%
SNDK vs CART
-4.1%
+4,731.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +5.9% | +0.5% |
| 7D | +13.1% | -4.1% | +17.2% | +13.5% |
| 30D | +43.4% | -4.3% | +47.7% | +43.8% |
| 3M | +5.8% | +13.1% | -7.3% | +3.5% |
| 6M | +229.6% | +26.0% | +203.6% | +215.9% |
| YTD | +632.2% | +6.7% | +625.4% | +630.3% |
| 1Y | +2,365.4% | +6.3% | +2,359.1% | +2,307.1% |
| All | +4,727.7% | -4.1% | +4,731.8% | +4,619.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling