-1.8%
CARR vs GEN
+20.2%
-21.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.0% | -3.4% | +0.6% |
| 7D | -0.7% | +26.9% | -27.5% | -0.2% |
| 30D | +0.3% | +38.6% | -38.3% | +0.9% |
| 3M | -14.9% | +9.7% | -24.7% | -14.4% |
| 6M | -14.9% | +58.9% | -73.8% | -14.5% |
| YTD | +7.0% | +15.3% | -8.3% | +15.7% |
| 1Y | -1.8% | +21.8% | -23.5% | +2.2% |
| All | -1.8% | +20.2% | -21.9% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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