+98.3%
CRS vs MDY
+17.9%
+80.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.5% |
| 7D | -0.2% | +0.1% | -0.4% | -0.5% |
| 30D | -16.6% | -1.5% | -15.1% | -14.3% |
| 3M | -3.5% | +0.8% | -4.2% | -4.4% |
| 6M | +15.4% | +7.4% | +8.0% | +2.3% |
| YTD | +51.2% | +15.2% | +36.0% | +19.2% |
| 1Y | +98.3% | +16.5% | +81.8% | +55.7% |
| All | +98.3% | +17.9% | +80.4% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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