+60.3%
CART vs INFQ
-33.9%
+94.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.7% |
| 7D | -0.6% | +10.0% | -10.6% | -0.3% |
| 30D | +23.1% | -9.2% | +32.3% | +22.8% |
| 3M | +19.2% | -20.3% | +39.5% | +18.5% |
| 6M | +45.7% | -26.6% | +72.3% | +46.5% |
| All | +60.3% | -33.9% | +94.2% | +67.1% |
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