+130.3%
CART vs BEN
+86.4%
+44.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.6% |
| 7D | +1.3% | +6.8% | -5.5% | -0.4% |
| 30D | +19.2% | +18.0% | +1.2% | +14.3% |
| 3M | +17.6% | +7.5% | +10.1% | +15.3% |
| 6M | +47.4% | +14.7% | +32.7% | +41.7% |
| YTD | +30.9% | +56.1% | -25.2% | +15.6% |
| 1Y | +46.0% | +69.6% | -23.6% | +26.0% |
| 3Y | +130.3% | +87.7% | +42.6% | +82.6% |
| All | +130.3% | +86.4% | +44.0% | +82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling