+14.9%
CART vs TRGP
+80.7%
-65.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.2% |
| 7D | +1.0% | +0.8% | +0.3% | +1.0% |
| 30D | +12.6% | +11.5% | +1.1% | +12.0% |
| 3M | +23.1% | +9.0% | +14.1% | +22.2% |
| 6M | +39.5% | +20.5% | +19.0% | +36.8% |
| YTD | +13.5% | +59.5% | -46.0% | +3.5% |
| 1Y | +14.9% | +77.9% | -63.0% | +0.9% |
| All | +14.9% | +80.7% | -65.8% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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