+2,615.8%
SNDK vs CART
+17.6%
+2,598.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +0.7% | +13.0% | +13.6% |
| 7D | -5.8% | -0.6% | -5.2% | -5.7% |
| 30D | -34.3% | +23.1% | -57.3% | -35.1% |
| 3M | -23.1% | +19.2% | -42.3% | -24.0% |
| 6M | -36.8% | +45.7% | -82.5% | -39.7% |
| YTD | +311.9% | +30.9% | +281.0% | +305.5% |
| 1Y | +260.0% | +50.2% | +209.8% | +238.8% |
| All | +2,615.8% | +17.6% | +2,598.2% | +2,520.5% |
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