+425.9%
CARR vs IP
+59.4%
+366.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.1% | +3.1% | +0.1% |
| 7D | +0.6% | -4.6% | +5.2% | +2.5% |
| 30D | -8.7% | -15.3% | +6.6% | -2.6% |
| 3M | -18.4% | +2.7% | -21.0% | -20.1% |
| 6M | -0.6% | -7.4% | +6.8% | +0.4% |
| YTD | +10.9% | -8.8% | +19.8% | +12.3% |
| 1Y | -7.3% | -22.4% | +15.2% | -0.3% |
| 3Y | +2.9% | +14.2% | -11.3% | -12.9% |
| 5Y | +9.6% | -21.8% | +31.5% | +10.5% |
| All | +425.9% | +59.4% | +366.5% | +267.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling