+66.2%
CART vs TECH
+21.1%
+45.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +3.0% | +0.2% | +2.8% | +2.9% |
| 30D | +28.6% | +0.3% | +28.2% | +28.5% |
| 3M | +29.1% | +1.3% | +27.7% | +28.9% |
| 6M | +44.7% | +54.0% | -9.2% | +38.6% |
| YTD | +29.2% | +24.3% | +4.9% | +31.4% |
| 1Y | +66.2% | +25.8% | +40.3% | +68.5% |
| All | +66.2% | +21.1% | +45.0% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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