+7.7%
CARR vs URI
+213.9%
-206.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.2% | -1.2% | +1.0% |
| 7D | -1.9% | +2.4% | -4.3% | -3.1% |
| 30D | -1.1% | +8.9% | -10.0% | -5.2% |
| 3M | -13.8% | +0.8% | -14.6% | -14.7% |
| 6M | -16.5% | +23.1% | -39.6% | -24.7% |
| YTD | +4.9% | +43.1% | -38.1% | -14.5% |
| 1Y | -2.7% | +35.7% | -38.4% | -18.5% |
| 3Y | +10.4% | +158.2% | -147.8% | -35.9% |
| 5Y | +7.7% | +212.6% | -204.9% | -47.1% |
| All | +7.7% | +213.9% | -206.2% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 5y: compounded portfolio wealth divided by compounded URI 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…
5y analysis · Full analysis span regression · 6 months rolling