+0.1%
CARR vs NXT
+87.2%
-87.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.0% | -2.1% |
| 7D | -4.1% | -2.6% | -1.6% | -3.8% |
| 30D | -11.0% | -22.4% | +11.5% | -7.7% |
| 3M | -16.4% | -27.3% | +11.0% | -12.8% |
| 6M | -2.4% | -28.5% | +26.1% | +1.2% |
| YTD | +8.4% | -6.6% | +15.0% | +8.1% |
| 1Y | -8.0% | +20.4% | -28.3% | -11.6% |
| All | +0.1% | +87.2% | -87.1% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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