+14.9%
CART vs TPG
-6.0%
+20.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.0% |
| 7D | +1.0% | -2.4% | +3.5% | +1.5% |
| 30D | +12.6% | +11.1% | +1.5% | +10.3% |
| 3M | +23.1% | +26.3% | -3.1% | +17.8% |
| 6M | +39.5% | +18.3% | +21.2% | +35.5% |
| YTD | +13.5% | -14.4% | +28.0% | +17.3% |
| 1Y | +14.9% | -6.7% | +21.6% | +14.9% |
| All | +14.9% | -6.0% | +20.9% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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