+66.2%
CART vs ONTO
+27.4%
+38.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +11.1% | -10.5% | +0.8% |
| 7D | +3.0% | -14.0% | +17.0% | +2.5% |
| 30D | +28.6% | -43.1% | +71.6% | +26.5% |
| 3M | +29.1% | -35.5% | +64.6% | +27.4% |
| 6M | +44.7% | -41.1% | +85.8% | +43.3% |
| YTD | +29.2% | +9.8% | +19.4% | +39.2% |
| 1Y | +66.2% | +31.5% | +34.6% | +79.5% |
| All | +66.2% | +27.4% | +38.8% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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