+62.4%
CART vs BEN
+56.2%
+6.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.1% | +1.0% |
| 7D | +1.4% | +6.7% | -5.4% | +0.6% |
| 30D | +29.7% | +3.0% | +26.7% | +29.2% |
| 3M | +29.7% | -4.3% | +34.1% | +30.8% |
| 6M | +36.8% | +16.4% | +20.4% | +33.5% |
| YTD | +31.7% | +46.8% | -15.1% | +28.6% |
| 1Y | +62.4% | +57.3% | +5.0% | +59.8% |
| All | +62.4% | +56.2% | +6.1% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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