+56.6%
CART vs BEN
+70.3%
-13.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.3% | -5.8% | -0.5% |
| 7D | +1.5% | +12.2% | -10.7% | -0.5% |
| 30D | +22.4% | +12.1% | +10.3% | +20.0% |
| 3M | +16.5% | +7.3% | +9.2% | +15.2% |
| 6M | +44.9% | +17.9% | +27.0% | +39.7% |
| YTD | +30.0% | +55.4% | -25.5% | +18.6% |
| All | +56.6% | +70.3% | -13.7% | +37.7% |
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