+50.2%
CART vs DAR
+65.2%
-15.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | +1.2% |
| 7D | -0.6% | +3.6% | -4.2% | -0.2% |
| 30D | +23.1% | -11.3% | +34.3% | +21.1% |
| 3M | +19.2% | -13.1% | +32.3% | +16.7% |
| 6M | +45.7% | -15.1% | +60.8% | +44.0% |
| YTD | +30.9% | +50.5% | -19.6% | +31.8% |
| 1Y | +50.2% | +57.9% | -7.7% | +48.6% |
| All | +50.2% | +65.2% | -15.1% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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