+858.2%
CRS vs GEN
+35.2%
+823.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.4% | +2.0% |
| 7D | +4.4% | -0.8% | +5.2% | +4.6% |
| 30D | -19.1% | +31.2% | -50.3% | -24.6% |
| 3M | -43.2% | +6.1% | -49.3% | -44.5% |
| 6M | -28.9% | +38.1% | -67.0% | -36.1% |
| YTD | -3.0% | +14.4% | -17.4% | -7.8% |
| 1Y | -5.3% | +15.1% | -20.4% | -10.3% |
| 3Y | +363.5% | +68.5% | +295.0% | +273.2% |
| 5Y | +858.2% | +35.8% | +822.4% | +698.2% |
| All | +858.2% | +35.2% | +823.0% | +698.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling