+441.9%
CARR vs SUI
+35.8%
+406.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +1.6% | -2.8% | +4.4% | +2.6% |
| 30D | -8.7% | -1.2% | -7.6% | -8.4% |
| 3M | -12.6% | -1.7% | -10.8% | -12.5% |
| 6M | -1.5% | -10.5% | +8.9% | +2.0% |
| YTD | +14.3% | -1.8% | +16.1% | +14.2% |
| 1Y | -4.6% | -4.1% | -0.5% | -4.0% |
| 3Y | +7.3% | +11.3% | -3.9% | +0.4% |
| 5Y | +11.6% | -32.1% | +43.7% | +22.3% |
| All | +441.9% | +35.8% | +406.1% | +417.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling