+7.7%
CARR vs GEN
+21.5%
-13.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.4% |
| 7D | -4.1% | -4.3% | +0.2% | -3.1% |
| 30D | -11.0% | +3.8% | -14.7% | -11.9% |
| 3M | -16.4% | +22.3% | -38.6% | -20.9% |
| 6M | -2.4% | +39.0% | -41.3% | -11.6% |
| YTD | +8.4% | +11.9% | -3.5% | +4.8% |
| 1Y | -8.0% | +4.5% | -12.5% | -9.2% |
| 3Y | +0.6% | +59.0% | -58.4% | -13.4% |
| 5Y | +7.7% | +22.0% | -14.2% | -1.6% |
| All | +7.7% | +21.5% | -13.7% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling