+51.5%
CART vs GEN
+71.3%
-19.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.5% |
| 7D | +1.0% | -1.2% | +2.2% | +1.5% |
| 30D | +12.6% | +10.1% | +2.5% | +8.9% |
| 3M | +23.1% | +16.1% | +7.0% | +16.7% |
| 6M | +39.5% | +38.9% | +0.7% | +24.0% |
| YTD | +13.5% | +14.4% | -0.9% | +6.5% |
| 1Y | +14.9% | +5.9% | +9.0% | +9.7% |
| All | +51.5% | +71.3% | -19.7% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling