+74.7%
CART vs BBIO
+174.7%
-100.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +1.3% | +5.4% | -4.1% | +0.7% |
| 30D | +19.2% | +20.6% | -1.4% | +16.7% |
| 3M | +17.6% | -3.6% | +21.1% | +17.9% |
| 6M | +47.4% | +14.1% | +33.2% | +44.7% |
| YTD | +30.9% | +2.4% | +28.5% | +29.6% |
| 1Y | +46.0% | +20.4% | +25.6% | +41.6% |
| 3Y | +130.3% | +184.5% | -54.2% | +73.5% |
| All | +74.7% | +174.7% | -100.0% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling