+72.5%
CART vs BEN
+52.9%
+19.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.7% | -4.1% | -0.7% |
| 7D | +3.0% | +6.6% | -3.6% | +1.1% |
| 30D | +28.6% | +3.8% | +24.7% | +27.1% |
| 3M | +29.1% | +0.2% | +28.9% | +28.8% |
| 6M | +44.7% | +10.4% | +34.3% | +40.0% |
| YTD | +29.2% | +46.2% | -17.0% | +14.5% |
| 1Y | +66.2% | +52.3% | +13.9% | +45.1% |
| 3Y | +112.8% | +65.9% | +46.9% | +69.8% |
| All | +72.5% | +52.9% | +19.6% | +45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling