+14.9%
CART vs SUI
-2.0%
+16.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.3% |
| 7D | +1.0% | -2.8% | +3.9% | +0.9% |
| 30D | +12.6% | -1.2% | +13.8% | +12.6% |
| 3M | +23.1% | -1.7% | +24.9% | +23.1% |
| 6M | +39.5% | -10.5% | +50.0% | +39.9% |
| YTD | +13.5% | -1.8% | +15.4% | +14.4% |
| 1Y | +14.9% | -4.1% | +19.0% | +12.7% |
| All | +14.9% | -2.0% | +16.9% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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