+37.6%
EQT vs CART
+16.0%
+21.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.2% | -4.8% | -2.0% |
| 7D | -2.0% | -4.6% | +2.6% | -1.4% |
| 30D | 0.0% | +0.6% | -0.6% | -0.2% |
| 3M | +5.9% | +16.3% | -10.4% | +3.4% |
| 6M | -14.8% | +32.1% | -46.9% | -18.7% |
| YTD | +1.8% | +8.3% | -6.6% | 0.0% |
| 1Y | +7.4% | +6.1% | +1.3% | +5.4% |
| All | +37.6% | +16.0% | +21.6% | +25.9% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling