+6.3%
CART vs BTG
+29.7%
-23.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.9% | -3.2% | -5.7% |
| 7D | -4.1% | +4.8% | -8.9% | -4.5% |
| 30D | -4.3% | +8.3% | -12.7% | -5.2% |
| 3M | +13.1% | +32.3% | -19.2% | +9.8% |
| 6M | +26.0% | +3.0% | +23.1% | +24.2% |
| YTD | +6.7% | +21.9% | -15.2% | +3.1% |
| 1Y | +6.3% | +28.2% | -21.9% | +3.5% |
| All | +6.3% | +29.7% | -23.4% | +3.5% |
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