+81.8%
CRS vs GEN
+3.4%
+78.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.2% |
| 7D | -4.1% | -4.3% | +0.2% | -4.5% |
| 30D | -16.6% | +3.8% | -20.3% | -16.2% |
| 3M | -14.3% | +22.3% | -36.5% | -12.3% |
| 6M | +11.6% | +39.0% | -27.4% | +15.3% |
| YTD | +42.6% | +11.9% | +30.7% | +46.4% |
| 1Y | +81.8% | +4.5% | +77.3% | +88.4% |
| All | +81.8% | +3.4% | +78.4% | +88.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling