+74.7%
CART vs BEN
+64.5%
+10.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.6% | +7.2% | -7.8% | -2.5% |
| 30D | +23.1% | +14.1% | +9.0% | +18.5% |
| 3M | +19.2% | +9.9% | +9.3% | +15.9% |
| 6M | +45.7% | +17.4% | +28.3% | +38.5% |
| YTD | +30.9% | +57.3% | -26.4% | +13.6% |
| 1Y | +50.2% | +66.9% | -16.8% | +27.9% |
| 3Y | +133.5% | +85.7% | +47.8% | +76.4% |
| All | +74.7% | +64.5% | +10.2% | +44.4% |
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