+66.2%
CART vs BEN
+54.9%
+11.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.7% | -4.1% | -0.1% |
| 7D | +3.0% | +6.6% | -3.6% | +2.1% |
| 30D | +28.6% | +3.8% | +24.7% | +27.9% |
| 3M | +29.1% | +0.2% | +28.9% | +29.1% |
| 6M | +44.7% | +10.4% | +34.3% | +41.9% |
| YTD | +29.2% | +46.2% | -17.0% | +24.7% |
| 1Y | +66.2% | +52.3% | +13.9% | +59.7% |
| All | +66.2% | +54.9% | +11.2% | +59.7% |
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