+1,327.0%
CRS vs ACWI
+226.0%
+1,101.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -2.7% |
| 7D | -3.1% | +1.1% | -4.1% | -4.8% |
| 30D | -19.6% | -0.2% | -19.4% | -19.3% |
| 3M | -8.1% | +4.7% | -12.8% | -14.8% |
| 6M | +18.6% | +14.5% | +4.1% | -4.9% |
| YTD | +45.9% | +14.6% | +31.2% | +16.4% |
| 1Y | +82.5% | +21.4% | +61.0% | +32.4% |
| 3Y | +648.9% | +77.6% | +571.3% | +190.4% |
| 5Y | +1,438.1% | +68.1% | +1,370.0% | +568.3% |
| 10Y | +1,327.0% | +226.1% | +1,100.9% | +96.8% |
| All | +1,327.0% | +226.0% | +1,101.0% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling