-4.5%
CRS vs IBB
+42.2%
-46.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -3.0% |
| 7D | +4.3% | +2.2% | +2.1% | +3.0% |
| 30D | -25.5% | +6.3% | -31.8% | -28.0% |
| 3M | -48.7% | +16.3% | -65.0% | -53.8% |
| 6M | -31.6% | +30.0% | -61.6% | -44.4% |
| YTD | -7.0% | +31.1% | -38.2% | -24.9% |
| 1Y | -4.5% | +42.0% | -46.5% | -25.4% |
| All | -4.5% | +42.2% | -46.7% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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