+436.5%
CARR vs BEN
+146.0%
+290.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +3.2% | +4.7% | -1.4% | +1.2% |
| 30D | -7.7% | +2.6% | -10.3% | -8.8% |
| 3M | -11.9% | +11.5% | -23.4% | -16.3% |
| 6M | +2.0% | +35.3% | -33.3% | -11.4% |
| YTD | +13.2% | +48.6% | -35.5% | -5.9% |
| 1Y | -8.5% | +46.7% | -55.2% | -23.8% |
| 3Y | +5.0% | +57.0% | -52.1% | -17.4% |
| 5Y | +12.0% | +41.8% | -29.8% | -10.5% |
| All | +436.5% | +146.0% | +290.5% | +236.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling