+62.4%
CART vs WCN
+16.1%
+46.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +0.6% |
| 7D | +1.4% | +6.7% | -5.3% | -0.8% |
| 30D | +29.7% | +24.3% | +5.4% | +20.7% |
| 3M | +29.7% | +16.1% | +13.6% | +23.5% |
| 6M | +36.8% | +19.9% | +16.9% | +28.6% |
| YTD | +31.7% | +10.1% | +21.6% | +27.2% |
| 1Y | +62.4% | +14.4% | +48.0% | +51.8% |
| All | +62.4% | +16.1% | +46.3% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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