+50.2%
CART vs SIRI
+54.0%
-3.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -0.6% | -2.6% | +2.0% | -0.4% |
| 30D | +23.1% | +22.2% | +0.9% | +21.1% |
| 3M | +19.2% | +14.1% | +5.1% | +17.7% |
| 6M | +45.7% | +22.5% | +23.2% | +45.0% |
| YTD | +30.9% | +67.9% | -37.0% | +37.8% |
| 1Y | +50.2% | +54.6% | -4.4% | +59.8% |
| All | +50.2% | +54.0% | -3.8% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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