+14.9%
CART vs WU
-8.3%
+23.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | +1.0% | -0.8% | +1.9% | +1.1% |
| 30D | +12.6% | -1.1% | +13.7% | +12.6% |
| 3M | +23.1% | -3.9% | +27.0% | +23.2% |
| 6M | +39.5% | -20.7% | +60.2% | +39.3% |
| YTD | +13.5% | -18.4% | +31.9% | +13.5% |
| 1Y | +14.9% | -8.1% | +22.9% | +12.5% |
| All | +14.9% | -8.3% | +23.1% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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