+81.8%
CRS vs BUD
+33.5%
+48.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -4.1% | -3.2% | -0.9% | -3.6% |
| 30D | -16.6% | -3.7% | -12.9% | -16.0% |
| 3M | -14.3% | -4.4% | -9.8% | -14.0% |
| 6M | +11.6% | +7.7% | +3.9% | +6.4% |
| YTD | +42.6% | +23.1% | +19.5% | +46.2% |
| 1Y | +81.8% | +33.6% | +48.2% | +97.5% |
| All | +81.8% | +33.5% | +48.3% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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