+1,323.2%
CRS vs IBN
+324.2%
+999.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -2.1% |
| 7D | -6.8% | -3.0% | -3.8% | -5.3% |
| 30D | -16.1% | -1.5% | -14.6% | -15.5% |
| 3M | -21.2% | +7.9% | -29.1% | -24.4% |
| 6M | +8.7% | +8.6% | 0.0% | +4.1% |
| YTD | +41.0% | -0.6% | +41.5% | +40.4% |
| 1Y | +82.7% | -7.3% | +90.0% | +87.4% |
| 3Y | +604.8% | +26.2% | +578.6% | +505.3% |
| 5Y | +1,384.7% | +57.8% | +1,326.9% | +1,017.5% |
| All | +1,323.2% | +324.2% | +999.0% | +605.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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