+436.5%
CARR vs GEN
+106.5%
+330.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.4% |
| 7D | +3.2% | -0.7% | +3.9% | +3.4% |
| 30D | -7.7% | +2.6% | -10.3% | -8.3% |
| 3M | -11.9% | +15.8% | -27.7% | -15.3% |
| 6M | +2.0% | +33.1% | -31.1% | -5.8% |
| YTD | +13.2% | +11.3% | +1.9% | +9.5% |
| 1Y | -8.5% | +1.7% | -10.2% | -9.3% |
| 3Y | +5.0% | +58.1% | -53.2% | -7.9% |
| 5Y | +12.0% | +20.6% | -8.6% | +2.0% |
| All | +436.5% | +106.5% | +330.0% | +340.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling