+414.1%
CARR vs TRI
+89.5%
+324.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.0% |
| 7D | -4.1% | -14.4% | +10.2% | -0.7% |
| 30D | -11.0% | -8.1% | -2.9% | -9.4% |
| 3M | -16.4% | +17.5% | -33.9% | -21.3% |
| 6M | -2.4% | -5.0% | +2.6% | -2.5% |
| YTD | +8.4% | -24.7% | +33.1% | +19.4% |
| 1Y | -8.0% | -41.5% | +33.5% | +15.0% |
| 3Y | +0.6% | -20.3% | +20.9% | +0.3% |
| 5Y | +7.7% | -10.9% | +18.7% | -2.4% |
| All | +414.1% | +89.5% | +324.6% | +187.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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