+138.8%
CART vs UUUU
-2.8%
+141.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.8% | -9.2% | +0.1% |
| 7D | +1.5% | -1.1% | +2.6% | +1.5% |
| 30D | +22.4% | -26.6% | +49.0% | +24.1% |
| 3M | +16.5% | -48.3% | +64.8% | +20.0% |
| 6M | +44.9% | -65.8% | +110.7% | +51.7% |
| YTD | +30.0% | -49.7% | +79.7% | +30.2% |
| 1Y | +59.1% | -53.3% | +112.4% | +59.8% |
| 3Y | +138.8% | -7.4% | +146.2% | +109.9% |
| All | +138.8% | -2.8% | +141.6% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling