+73.5%
CART vs GEN
+67.7%
+5.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +0.3% | +1.0% | -0.7% | -0.1% |
| 30D | +22.4% | +29.1% | -6.7% | +12.4% |
| 3M | +15.6% | +2.9% | +12.7% | +14.2% |
| 6M | +44.9% | +33.6% | +11.3% | +30.9% |
| YTD | +30.0% | +12.0% | +17.9% | +22.6% |
| 1Y | +56.6% | +16.2% | +40.5% | +46.3% |
| 3Y | +131.9% | +65.1% | +66.9% | +90.8% |
| All | +73.5% | +67.7% | +5.8% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling