+98.3%
CRS vs MUB
+2.9%
+95.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.6% |
| 7D | -0.2% | -0.9% | +0.6% | +2.3% |
| 30D | -16.6% | -1.4% | -15.2% | -13.1% |
| 3M | -3.5% | -2.2% | -1.3% | +3.3% |
| 6M | +15.4% | -1.9% | +17.3% | +21.5% |
| YTD | +51.2% | -0.8% | +52.0% | +59.2% |
| 1Y | +98.3% | +2.7% | +95.6% | +88.9% |
| All | +98.3% | +2.9% | +95.4% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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