+73.5%
CART vs BEN
+64.5%
+9.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.3% |
| 7D | +0.3% | +12.1% | -11.9% | -2.9% |
| 30D | +22.4% | +13.4% | +9.0% | +18.1% |
| 3M | +15.6% | +9.4% | +6.3% | +12.6% |
| 6M | +44.9% | +19.3% | +25.7% | +37.2% |
| YTD | +30.0% | +57.3% | -27.3% | +12.8% |
| 1Y | +56.6% | +69.1% | -12.5% | +32.8% |
| 3Y | +131.9% | +85.6% | +46.3% | +75.2% |
| All | +73.5% | +64.5% | +9.0% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling