+6,345.9%
CRS vs HAS
+4,769.2%
+1,576.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.4% | -2.9% |
| 7D | +0.2% | +3.3% | -3.0% | -0.9% |
| 30D | -22.9% | +30.5% | -53.4% | -30.1% |
| 3M | -46.8% | +29.9% | -76.7% | -51.9% |
| 6M | -30.4% | +26.5% | -57.0% | -36.9% |
| YTD | -5.4% | +51.9% | -57.3% | -19.9% |
| 1Y | -9.0% | +60.9% | -69.9% | -24.5% |
| 3Y | +352.2% | +215.0% | +137.2% | +189.8% |
| 5Y | +852.2% | +51.5% | +800.8% | +674.8% |
| 10Y | +862.6% | +102.2% | +760.4% | +597.6% |
| All | +6,345.9% | +4,769.2% | +1,576.6% | +2,659.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling