+50.2%
CART vs BTG
+26.4%
+23.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.9% |
| 7D | -0.6% | +1.4% | -2.0% | -0.8% |
| 30D | +23.1% | -1.1% | +24.2% | +23.0% |
| 3M | +19.2% | +2.5% | +16.7% | +18.5% |
| 6M | +45.7% | -3.1% | +48.7% | +42.5% |
| YTD | +30.9% | +16.3% | +14.6% | +27.0% |
| 1Y | +50.2% | +27.6% | +22.6% | +42.8% |
| All | +50.2% | +26.4% | +23.8% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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