-6.4%
CARR vs BIL
+3.7%
-10.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.6% |
| 7D | -3.8% | +0.1% | -3.8% | -3.6% |
| 30D | -8.9% | +0.3% | -9.2% | -7.2% |
| 3M | -17.3% | +0.9% | -18.2% | -11.5% |
| 6M | -1.4% | +1.8% | -3.2% | +3.9% |
| YTD | +10.0% | +2.5% | +7.5% | +7.2% |
| 1Y | -6.4% | +3.7% | -10.1% | -11.3% |
| All | -6.4% | +3.7% | -10.1% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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