-10.0%
CRS vs HAS
+58.1%
-68.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.6% |
| 7D | +4.8% | +1.4% | +3.4% | +4.7% |
| 30D | -23.2% | +26.3% | -49.5% | -25.2% |
| 3M | -45.5% | +25.6% | -71.1% | -46.9% |
| 6M | -33.1% | +30.3% | -63.4% | -35.9% |
| YTD | -7.2% | +50.4% | -57.6% | -16.4% |
| 1Y | -10.0% | +57.7% | -67.7% | -21.2% |
| All | -10.0% | +58.1% | -68.1% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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