+11.6%
CARR vs MSCI
+34.4%
-22.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.8% |
| 7D | -1.9% | -1.9% | 0.0% | -1.5% |
| 30D | -1.1% | +16.5% | -17.6% | -4.3% |
| 3M | -13.8% | +18.2% | -32.0% | -16.9% |
| 6M | -16.5% | +14.0% | -30.5% | -19.4% |
| YTD | +4.9% | +16.6% | -11.7% | -0.1% |
| 1Y | -2.7% | +14.8% | -17.5% | -6.8% |
| All | +11.6% | +34.4% | -22.7% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 3y: compounded portfolio wealth divided by compounded MSCI 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…
3y analysis · Full analysis span regression · 6 months rolling