+332.3%
CRS vs HDB
-7.5%
+339.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.8% |
| 7D | +4.8% | +2.7% | +2.0% | +4.1% |
| 30D | -23.2% | +14.1% | -37.3% | -25.7% |
| 3M | -45.5% | +11.8% | -57.3% | -47.1% |
| 6M | -33.1% | +8.2% | -41.3% | -34.8% |
| YTD | -7.2% | -29.3% | +22.1% | -0.3% |
| 1Y | -10.0% | -28.8% | +18.8% | -3.6% |
| 3Y | +332.3% | -7.5% | +339.8% | +335.4% |
| All | +332.3% | -7.5% | +339.8% | +335.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling