-0.3%
CARR vs SOLS
+17.1%
-17.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.6% |
| 7D | -4.1% | +0.3% | -4.4% | -4.2% |
| 30D | -11.0% | +0.9% | -11.8% | -11.3% |
| 3M | -16.4% | -20.7% | +4.3% | -12.6% |
| 6M | -2.4% | -17.7% | +15.3% | +0.8% |
| YTD | +8.4% | +27.1% | -18.7% | +3.6% |
| All | -0.3% | +17.1% | -17.3% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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