+46.0%
CART vs BBIO
+20.2%
+25.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +1.3% | +5.4% | -4.1% | +0.9% |
| 30D | +19.2% | +20.6% | -1.4% | +17.7% |
| 3M | +17.6% | -3.6% | +21.1% | +17.8% |
| 6M | +47.4% | +14.1% | +33.2% | +46.6% |
| YTD | +30.9% | +2.4% | +28.5% | +31.6% |
| 1Y | +46.0% | +20.4% | +25.6% | +49.8% |
| All | +46.0% | +20.2% | +25.7% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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