+394.0%
CARR vs PAAS
+216.4%
+177.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +3.5% | -8.9% | +12.4% | +4.5% |
| 30D | +0.4% | -11.4% | +11.8% | +1.6% |
| 3M | -14.1% | -20.4% | +6.4% | -12.2% |
| 6M | -16.7% | -40.7% | +24.0% | -12.5% |
| YTD | +4.2% | -26.9% | +31.1% | +6.5% |
| 1Y | -0.2% | -3.1% | +2.9% | -1.0% |
| 3Y | +10.9% | +199.3% | -188.4% | -4.0% |
| 5Y | +3.9% | +48.3% | -44.4% | -7.0% |
| All | +394.0% | +216.4% | +177.6% | +467.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling