+51.5%
CART vs EAT
+640.5%
-589.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.8% | -1.3% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | +12.6% | +1.9% | +10.7% | +12.2% |
| 3M | +23.1% | +68.7% | -45.5% | +15.6% |
| 6M | +39.5% | +66.9% | -27.4% | +30.0% |
| YTD | +13.5% | +60.4% | -46.9% | +6.2% |
| 1Y | +14.9% | +44.0% | -29.1% | +8.8% |
| All | +51.5% | +640.5% | -589.0% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 3y: compounded portfolio wealth divided by compounded EAT 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…
3y analysis · Full analysis span regression · 6 months rolling