-4.6%
CARR vs BBWI
-34.3%
+29.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.8% | +0.6% |
| 7D | +1.6% | +1.5% | +0.1% | +1.3% |
| 30D | -8.7% | -5.2% | -3.6% | -8.1% |
| 3M | -12.6% | +11.1% | -23.7% | -14.1% |
| 6M | -1.5% | -13.4% | +11.8% | -1.3% |
| YTD | +14.3% | +0.1% | +14.2% | +13.6% |
| 1Y | -4.6% | -36.1% | +31.5% | -8.1% |
| All | -4.6% | -34.3% | +29.7% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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