+7.6%
SLV vs CART
+60.1%
-52.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +5.1% | +3.0% | +2.1% | +4.9% |
| 30D | -12.9% | +28.6% | -41.5% | -14.3% |
| 3M | -16.1% | +29.1% | -45.1% | -17.5% |
| 6M | -33.2% | +44.7% | -77.9% | -34.7% |
| YTD | -27.2% | +29.2% | -56.5% | -29.3% |
| 1Y | +7.6% | +66.2% | -58.5% | +4.9% |
| All | +7.6% | +60.1% | -52.4% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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