+48.4%
CART vs WU
-16.8%
+65.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | +1.2% | -5.3% | +6.5% | +1.7% |
| 30D | +17.8% | +9.0% | +8.8% | +16.5% |
| 3M | +20.7% | -3.6% | +24.3% | +20.9% |
| 6M | +49.7% | -19.4% | +69.1% | +52.2% |
| YTD | +30.0% | -21.7% | +51.7% | +31.5% |
| 1Y | +48.4% | -16.1% | +64.5% | +49.8% |
| All | +48.4% | -16.8% | +65.2% | +49.8% |
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