-6.5%
CRS vs HAS
+61.8%
-68.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.7% | +8.0% | +9.6% |
| 7D | +4.9% | +2.2% | +2.8% | +4.8% |
| 30D | -20.8% | +29.6% | -50.4% | -23.3% |
| 3M | -46.4% | +30.3% | -76.7% | -48.2% |
| 6M | -28.6% | +25.6% | -54.2% | -30.7% |
| YTD | -2.8% | +50.8% | -53.6% | -13.0% |
| All | -6.5% | +61.8% | -68.3% | -19.3% |
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