-5.9%
CARR vs USB
+31.9%
-37.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -4.4% | +5.8% | -10.2% | -6.9% |
| 3M | -17.8% | -6.0% | -11.8% | -15.3% |
| 6M | -22.2% | +7.8% | -30.0% | -25.3% |
| YTD | +0.7% | +14.6% | -13.9% | -8.8% |
| 1Y | -5.9% | +31.8% | -37.7% | -24.1% |
| All | -5.9% | +31.9% | -37.9% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 1y: compounded portfolio wealth divided by compounded USB 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…
1y analysis · Full analysis span regression · 6 months rolling