+74.7%
CART vs WING
-2.4%
+77.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.9% |
| 7D | -0.6% | -0.5% | -0.1% | -0.6% |
| 30D | +23.1% | +32.3% | -9.2% | +18.4% |
| 3M | +19.2% | +50.2% | -31.0% | +12.3% |
| 6M | +45.7% | +31.7% | +14.0% | +39.0% |
| YTD | +30.9% | -29.6% | +60.5% | +33.9% |
| 1Y | +50.2% | -29.7% | +79.9% | +53.3% |
| 3Y | +133.5% | -19.8% | +153.3% | +99.6% |
| All | +74.7% | -2.4% | +77.1% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling