+51.5%
CART vs ONTO
+115.5%
-64.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.4% | -1.8% |
| 7D | +1.0% | -1.0% | +2.1% | +1.1% |
| 30D | +12.6% | -2.9% | +15.5% | +12.5% |
| 3M | +23.1% | -2.5% | +25.6% | +21.6% |
| 6M | +39.5% | +28.2% | +11.3% | +33.0% |
| YTD | +13.5% | +69.8% | -56.2% | +3.6% |
| 1Y | +14.9% | +162.9% | -148.0% | -2.8% |
| All | +51.5% | +115.5% | -64.0% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling