+49.2%
CART vs WY
-6.3%
+55.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | -0.1% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | +22.4% | +8.0% | +14.4% | +23.1% |
| 3M | +15.6% | -17.7% | +33.3% | +12.7% |
| 6M | +44.9% | -10.8% | +55.7% | +44.3% |
| YTD | +30.0% | -10.6% | +40.6% | +31.3% |
| All | +49.2% | -6.3% | +55.5% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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