+4,437.1%
SNDK vs CAT
+136.3%
+4,300.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -6.1% |
| 7D | -6.1% | +0.6% | -6.7% | -7.1% |
| 30D | +21.5% | -4.3% | +25.8% | +30.7% |
| 3M | -13.2% | -8.6% | -4.6% | +8.2% |
| 6M | +149.2% | +16.1% | +133.1% | +113.6% |
| YTD | +588.1% | +43.8% | +544.3% | +324.9% |
| 1Y | +1,837.5% | +91.5% | +1,746.1% | +718.3% |
| All | +4,437.1% | +136.3% | +4,300.8% | +1,307.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 CAT 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