+441.9%
CARR vs BIL
+19.3%
+422.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.1% |
| 7D | +1.6% | +0.1% | +1.5% | +1.8% |
| 30D | -8.7% | +0.3% | -9.1% | -8.0% |
| 3M | -12.6% | +0.9% | -13.5% | -10.5% |
| 6M | -1.5% | +1.8% | -3.4% | +2.4% |
| YTD | +14.3% | +2.4% | +11.9% | +20.0% |
| 1Y | -4.6% | +3.7% | -8.3% | +2.7% |
| 3Y | +7.3% | +14.2% | -6.8% | +37.3% |
| 5Y | +11.6% | +19.4% | -7.8% | +29.0% |
| All | +441.9% | +19.3% | +422.7% | +519.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling