+414.1%
CARR vs PAAS
+327.4%
+86.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.3% | +2.0% | -1.8% |
| 7D | -4.1% | -3.7% | -0.4% | -3.8% |
| 30D | -11.0% | -1.9% | -9.1% | -10.9% |
| 3M | -16.4% | +15.1% | -31.4% | -17.9% |
| 6M | -2.4% | -17.1% | +14.7% | -1.2% |
| YTD | +8.4% | -1.3% | +9.7% | +7.5% |
| 1Y | -8.0% | +41.1% | -49.1% | -12.4% |
| 3Y | +0.6% | +244.2% | -243.6% | -14.4% |
| 5Y | +7.7% | +120.8% | -113.1% | -6.9% |
| All | +414.1% | +327.4% | +86.7% | +473.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PAAS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling