+604.8%
CRS vs HRB
+25.9%
+578.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.1% |
| 7D | -6.8% | -8.0% | +1.3% | -7.0% |
| 30D | -16.1% | -16.0% | -0.2% | -16.5% |
| 3M | -21.2% | +26.9% | -48.0% | -20.8% |
| 6M | +8.7% | +51.1% | -42.4% | +8.2% |
| YTD | +41.0% | +7.1% | +33.9% | +46.7% |
| 1Y | +82.7% | -9.6% | +92.3% | +95.4% |
| 3Y | +604.8% | +25.4% | +579.4% | +562.4% |
| All | +604.8% | +25.9% | +578.9% | +562.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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