+42.4%
CART vs BBIO
+162.3%
-119.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -5.9% | -6.0% |
| 7D | -4.1% | -2.4% | -1.7% | -3.8% |
| 30D | -4.3% | -11.5% | +7.2% | -3.1% |
| 3M | +13.1% | +11.0% | +2.2% | +11.7% |
| 6M | +26.0% | +14.4% | +11.6% | +23.6% |
| YTD | +6.7% | -2.3% | +9.0% | +6.3% |
| 1Y | +6.3% | +37.7% | -31.4% | +1.2% |
| All | +42.4% | +162.3% | -119.9% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling