Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios? I have access to all the data through October of this year and I can generate a similar table for the Jensen Alpha data for each of the three portfolios.
I removed the partial data table and inserted two tables that include more information.
The three Carson portfolios were launched on 5/20/2019. Internal Rate of Return (IRR) percentages are annualized so early months are quite volatile. To clip that information I began with data that spanned 4/30/2019 through September of 2019. I have yet to include October IRR data as the market has not settled 10/30/2020 data.
The reason for using IRR data is that it properly accounts for cash flowing in and out of portfolios. What that is not much of a problem with the Carson portfolios, there are times when cash may be added to each by the owner of these three portfolios.
Carson Jensen Alpha Data
The following data shows how the different portfolios are performing when compared to a benchmark, risk free earnings, and the systematic risk taken by the portfolio as a whole.