+50.2%
CART vs MUB
+0.8%
+49.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | -0.1% |
| 7D | -0.6% | +0.4% | -1.0% | -1.9% |
| 30D | +23.1% | +3.9% | +19.2% | +10.9% |
| 3M | +19.2% | -0.2% | +19.4% | +20.6% |
| 6M | +45.7% | -0.4% | +46.1% | +48.3% |
| YTD | +30.9% | +0.5% | +30.3% | +38.1% |
| 1Y | +50.2% | +0.7% | +49.5% | +59.7% |
| All | +50.2% | +0.8% | +49.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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