+425.9%
CARR vs NDAQ
+235.8%
+190.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.6% |
| 7D | +0.6% | -1.6% | +2.2% | +1.3% |
| 30D | -8.7% | -1.5% | -7.2% | -8.1% |
| 3M | -18.4% | +8.0% | -26.4% | -21.7% |
| 6M | -0.6% | +7.7% | -8.3% | -5.2% |
| YTD | +10.9% | -2.3% | +13.3% | +10.2% |
| 1Y | -7.3% | +0.6% | -7.9% | -9.5% |
| 3Y | +2.9% | +90.9% | -88.0% | -29.4% |
| 5Y | +9.6% | +52.5% | -42.8% | -16.7% |
| All | +425.9% | +235.8% | +190.1% | +169.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling