+82.7%
CRS vs INDA
-8.4%
+91.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.7% |
| 7D | -6.8% | -2.7% | -4.1% | -5.2% |
| 30D | -16.1% | -2.8% | -13.4% | -14.7% |
| 3M | -21.2% | +1.6% | -22.8% | -21.8% |
| 6M | +8.7% | -1.4% | +10.1% | +6.4% |
| YTD | +41.0% | -10.1% | +51.1% | +35.5% |
| 1Y | +82.7% | -8.8% | +91.4% | +69.3% |
| All | +82.7% | -8.4% | +91.1% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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