+66.2%
CART vs SEI
+10.1%
+56.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +14.3% | -13.7% | +1.6% |
| 7D | +3.0% | -18.3% | +21.2% | +1.5% |
| 30D | +28.6% | -24.4% | +53.0% | +26.2% |
| 3M | +29.1% | +1.5% | +27.5% | +30.4% |
| 6M | +44.7% | -25.1% | +69.9% | +44.2% |
| YTD | +29.2% | +26.4% | +2.8% | +35.5% |
| 1Y | +66.2% | +8.9% | +57.2% | +74.1% |
| All | +66.2% | +10.1% | +56.1% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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