+82.7%
CRS vs HDB
-33.5%
+116.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.9% | -8.0% | -2.1% |
| 7D | -6.8% | +0.7% | -7.5% | -6.8% |
| 30D | -16.1% | +1.0% | -17.1% | -16.2% |
| 3M | -21.2% | -2.0% | -19.2% | -21.1% |
| 6M | +8.7% | -18.1% | +26.8% | +6.9% |
| YTD | +41.0% | -36.1% | +77.1% | +27.5% |
| 1Y | +82.7% | -34.0% | +116.7% | +62.5% |
| All | +82.7% | -33.5% | +116.2% | +62.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling