+441.9%
CARR vs MSCI
+172.1%
+269.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +1.6% | +0.4% | +1.2% | +1.4% |
| 30D | -8.7% | +0.6% | -9.3% | -8.9% |
| 3M | -12.6% | -7.1% | -5.5% | -11.1% |
| 6M | -1.5% | +0.8% | -2.4% | -3.1% |
| YTD | +14.3% | +1.0% | +13.3% | +11.7% |
| 1Y | -4.6% | +4.3% | -8.9% | -8.3% |
| 3Y | +7.3% | +9.9% | -2.6% | 0.0% |
| 5Y | +11.6% | -6.8% | +18.4% | +3.6% |
| All | +441.9% | +172.1% | +269.8% | +352.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling