+414.1%
CARR vs EQT
+561.0%
-146.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.3% |
| 7D | -4.1% | -1.2% | -3.0% | -4.0% |
| 30D | -11.0% | +1.1% | -12.1% | -11.1% |
| 3M | -16.4% | +4.8% | -21.2% | -17.0% |
| 6M | -2.4% | -10.6% | +8.2% | -1.2% |
| YTD | +8.4% | +3.4% | +5.0% | +7.3% |
| 1Y | -8.0% | +8.7% | -16.7% | -9.7% |
| 3Y | +0.6% | +35.0% | -34.4% | -5.6% |
| 5Y | +7.7% | +204.2% | -196.5% | -9.7% |
| All | +414.1% | +561.0% | -146.9% | +291.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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