+414.1%
CARR vs PSA
+101.6%
+312.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.1% | -3.6% | -0.5% | -2.5% |
| 30D | -11.0% | -9.4% | -1.6% | -6.8% |
| 3M | -16.4% | -8.2% | -8.2% | -13.3% |
| 6M | -2.4% | -1.8% | -0.5% | -2.0% |
| YTD | +8.4% | +15.7% | -7.3% | +0.8% |
| 1Y | -8.0% | +6.3% | -14.3% | -11.3% |
| 3Y | +0.6% | +21.6% | -21.0% | -10.4% |
| 5Y | +7.7% | +13.5% | -5.7% | -1.9% |
| All | +414.1% | +101.6% | +312.4% | +243.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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