+1.5%
CARR vs UUUU
+74.5%
-73.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +1.9% |
| 7D | -3.8% | -10.5% | +6.7% | -2.9% |
| 30D | -8.9% | -10.5% | +1.6% | -8.2% |
| 3M | -17.3% | -14.1% | -3.2% | -16.7% |
| 6M | -1.4% | -35.5% | +34.1% | +1.0% |
| YTD | +10.0% | -10.9% | +20.9% | +8.7% |
| 1Y | -6.4% | +3.4% | -9.7% | -10.7% |
| 3Y | +1.5% | +73.1% | -71.6% | -14.0% |
| All | +1.5% | +74.5% | -73.0% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling