+7.7%
CARR vs NDAQ
+48.4%
-40.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | +0.1% | -1.3% |
| 7D | -4.1% | -6.8% | +2.7% | -1.3% |
| 30D | -11.0% | -3.2% | -7.8% | -9.8% |
| 3M | -16.4% | +6.5% | -22.9% | -19.1% |
| 6M | -2.4% | +5.7% | -8.1% | -5.9% |
| YTD | +8.4% | -4.6% | +13.1% | +9.2% |
| 1Y | -8.0% | -1.6% | -6.4% | -9.2% |
| 3Y | +0.6% | +86.4% | -85.9% | -31.5% |
| 5Y | +7.7% | +50.3% | -42.6% | -20.4% |
| All | +7.7% | +48.4% | -40.6% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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