+425.9%
CARR vs SUI
+31.9%
+394.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.5% |
| 7D | +0.6% | -4.3% | +4.9% | +2.2% |
| 30D | -8.7% | -2.1% | -6.5% | -8.0% |
| 3M | -18.4% | -6.1% | -12.3% | -16.9% |
| 6M | -0.6% | -12.8% | +12.1% | +4.0% |
| YTD | +10.9% | -4.6% | +15.6% | +12.0% |
| 1Y | -7.3% | -7.7% | +0.4% | -5.4% |
| 3Y | +2.9% | +10.9% | -8.0% | -3.7% |
| 5Y | +9.6% | -32.4% | +42.0% | +20.7% |
| All | +425.9% | +31.9% | +394.0% | +407.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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