+50.2%
CART vs AGI
-8.3%
+58.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.4% | +0.9% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | +23.1% | -7.6% | +30.7% | +23.7% |
| 3M | +19.2% | -10.2% | +29.4% | +20.0% |
| 6M | +45.7% | -31.5% | +77.2% | +48.3% |
| YTD | +30.9% | -22.0% | +52.9% | +31.0% |
| 1Y | +50.2% | -7.9% | +58.1% | +46.0% |
| All | +50.2% | -8.3% | +58.4% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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