+826.4%
CRS vs SUI
+120.9%
+705.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.4% |
| 7D | +7.4% | -3.8% | +11.2% | +9.2% |
| 30D | -21.2% | +3.9% | -25.2% | -23.0% |
| 3M | -43.3% | +0.2% | -43.5% | -43.8% |
| 6M | -29.4% | -4.2% | -25.2% | -29.1% |
| YTD | -4.7% | -2.5% | -2.1% | -5.2% |
| 1Y | -9.6% | -4.0% | -5.6% | -9.5% |
| 3Y | +355.5% | +16.5% | +338.9% | +299.1% |
| 5Y | +826.6% | -27.2% | +853.8% | +923.2% |
| All | +826.4% | +120.9% | +705.5% | +701.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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