+801.7%
CRS vs HDB
+63.5%
+738.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.9% |
| 7D | +4.8% | +2.7% | +2.0% | +3.5% |
| 30D | -23.2% | +14.1% | -37.3% | -28.0% |
| 3M | -45.5% | +11.8% | -57.3% | -48.7% |
| 6M | -33.1% | +8.2% | -41.3% | -36.6% |
| YTD | -7.2% | -29.3% | +22.1% | +8.0% |
| 1Y | -10.0% | -28.8% | +18.8% | +4.2% |
| 3Y | +332.3% | -7.5% | +339.8% | +320.7% |
| 5Y | +801.9% | -23.1% | +824.9% | +843.5% |
| All | +801.7% | +63.5% | +738.2% | +490.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling