+66.2%
CART vs SUI
-0.1%
+66.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.0% | +0.8% |
| 7D | +3.0% | +6.2% | -3.3% | +2.0% |
| 30D | +28.6% | +8.6% | +20.0% | +27.2% |
| 3M | +29.1% | +1.0% | +28.1% | +28.4% |
| 6M | +44.7% | -2.6% | +47.3% | +44.4% |
| YTD | +29.2% | -0.1% | +29.3% | +29.6% |
| 1Y | +66.2% | +0.5% | +65.7% | +64.5% |
| All | +66.2% | -0.1% | +66.3% | +64.5% |
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