+395.6%
CARR vs URI
+1,648.1%
-1,252.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +2.2% | +9.3% | -7.1% | -1.7% |
| 30D | -0.8% | +7.6% | -8.4% | -4.1% |
| 3M | -13.4% | +1.0% | -14.5% | -14.3% |
| 6M | -16.4% | +19.8% | -36.3% | -23.1% |
| YTD | +4.5% | +41.9% | -37.3% | -12.7% |
| 1Y | -1.4% | +33.4% | -34.7% | -15.4% |
| 3Y | +10.0% | +156.0% | -146.0% | -30.6% |
| 5Y | +4.2% | +209.5% | -205.3% | -41.5% |
| All | +395.6% | +1,648.1% | -1,252.5% | +77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling