+44.6%
CART vs BRKR
-16.9%
+61.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.2% |
| 7D | -4.6% | -8.7% | +4.1% | -4.3% |
| 30D | +0.6% | -9.9% | +10.4% | +0.9% |
| 3M | +16.3% | -3.1% | +19.4% | +16.1% |
| 6M | +32.1% | +45.5% | -13.4% | +28.8% |
| YTD | +8.3% | +13.7% | -5.3% | +7.4% |
| 1Y | +6.1% | +67.4% | -61.3% | +1.4% |
| All | +44.6% | -16.9% | +61.5% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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