+59.2%
CART vs INFQ
-32.2%
+91.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.7% | -8.1% | +0.8% |
| 7D | +1.5% | +18.5% | -17.0% | +2.0% |
| 30D | +22.4% | -12.5% | +34.9% | +22.0% |
| 3M | +16.5% | -18.9% | +35.4% | +15.9% |
| 6M | +44.9% | -20.3% | +65.2% | +46.1% |
| All | +59.2% | -32.2% | +91.4% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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