+82.7%
CRS vs BEN
+45.3%
+37.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -6.8% | -3.1% | -3.7% | -5.7% |
| 30D | -16.1% | +0.2% | -16.3% | -16.2% |
| 3M | -21.2% | +6.8% | -28.0% | -22.8% |
| 6M | +8.7% | +38.1% | -29.4% | -1.9% |
| YTD | +41.0% | +44.3% | -3.4% | +24.8% |
| 1Y | +82.7% | +42.6% | +40.1% | +57.6% |
| All | +82.7% | +45.3% | +37.3% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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