+5.0%
CARR vs PAAS
+247.3%
-242.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +3.2% | +2.0% | +1.2% | +3.0% |
| 30D | -7.7% | -0.1% | -7.6% | -7.8% |
| 3M | -11.9% | +8.2% | -20.2% | -13.2% |
| 6M | +2.0% | -13.8% | +15.8% | +2.9% |
| YTD | +13.2% | -0.6% | +13.8% | +11.9% |
| 1Y | -8.5% | +44.0% | -52.5% | -13.9% |
| 3Y | +5.0% | +246.6% | -241.6% | -14.5% |
| All | +5.0% | +247.3% | -242.3% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling