+2.6%
CART vs BLDR
-58.0%
+60.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.7% |
| 7D | -9.5% | -2.7% | -6.8% | -9.3% |
| 30D | -7.8% | -14.7% | +7.0% | -7.2% |
| 3M | +10.4% | -20.8% | +31.2% | +11.1% |
| 6M | +20.1% | -35.3% | +55.4% | +20.6% |
| YTD | +3.7% | -40.3% | +44.0% | +2.5% |
| 1Y | +2.6% | -56.3% | +58.9% | +6.7% |
| All | +2.6% | -58.0% | +60.6% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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