+7.7%
CARR vs MSCI
-11.6%
+19.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.8% |
| 7D | -4.1% | -4.7% | +0.6% | -2.4% |
| 30D | -11.0% | -2.2% | -8.8% | -10.3% |
| 3M | -16.4% | -9.7% | -6.7% | -13.9% |
| 6M | -2.4% | +0.3% | -2.6% | -4.4% |
| YTD | +8.4% | -3.5% | +11.9% | +7.1% |
| 1Y | -8.0% | -1.4% | -6.6% | -10.6% |
| 3Y | +0.6% | +6.6% | -6.0% | -7.7% |
| 5Y | +7.7% | -10.9% | +18.6% | -0.4% |
| All | +7.7% | -11.6% | +19.3% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling