+648.9%
CRS vs GEN
+57.7%
+591.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.8% | -3.1% |
| 7D | -3.1% | -0.7% | -2.4% | -3.0% |
| 30D | -19.6% | +2.6% | -22.3% | -20.0% |
| 3M | -8.1% | +15.8% | -23.9% | -10.5% |
| 6M | +18.6% | +33.1% | -14.6% | +12.0% |
| YTD | +45.9% | +11.3% | +34.6% | +44.6% |
| 1Y | +82.5% | +1.7% | +80.8% | +86.2% |
| 3Y | +648.9% | +58.1% | +590.8% | +558.8% |
| All | +648.9% | +57.7% | +591.1% | +558.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling