+801.7%
CRS vs GEN
+152.9%
+648.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.1% | -3.3% |
| 7D | +4.8% | +2.0% | +2.7% | +4.2% |
| 30D | -23.2% | +27.7% | -50.9% | -28.4% |
| 3M | -45.5% | +3.3% | -48.8% | -46.6% |
| 6M | -33.1% | +31.8% | -64.9% | -39.3% |
| YTD | -7.2% | +13.5% | -20.7% | -12.9% |
| 1Y | -10.0% | +16.0% | -26.1% | -16.2% |
| 3Y | +332.3% | +70.6% | +261.7% | +251.2% |
| 5Y | +801.9% | +32.1% | +769.7% | +675.6% |
| All | +801.7% | +152.9% | +648.8% | +401.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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