+73.5%
CART vs SEI
+553.3%
-479.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | +1.2% | +27.6% | -26.4% | +0.5% |
| 30D | +17.8% | -17.1% | +34.9% | +18.1% |
| 3M | +20.7% | +4.6% | +16.1% | +19.9% |
| 6M | +49.7% | -15.1% | +64.8% | +49.8% |
| YTD | +30.0% | +41.2% | -11.2% | +25.2% |
| 1Y | +48.4% | +37.5% | +10.9% | +42.8% |
| 3Y | +132.0% | +693.7% | -561.7% | +86.2% |
| All | +73.5% | +553.3% | -479.8% | +33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling