+441.9%
CARR vs PAAS
+333.2%
+108.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.3% |
| 7D | +1.6% | -2.9% | +4.5% | +1.9% |
| 30D | -8.7% | +6.8% | -15.5% | -9.6% |
| 3M | -12.6% | -2.9% | -9.7% | -12.6% |
| 6M | -1.5% | -16.4% | +14.9% | -0.4% |
| YTD | +14.3% | 0.0% | +14.3% | +13.2% |
| 1Y | -4.6% | +54.3% | -58.9% | -10.1% |
| 3Y | +7.3% | +230.7% | -223.3% | -8.3% |
| 5Y | +11.6% | +111.6% | -100.0% | -3.4% |
| All | +441.9% | +333.2% | +108.7% | +503.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling