+82.5%
CRS vs SUI
-5.1%
+87.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.7% |
| 7D | -3.1% | -3.1% | +0.1% | -3.5% |
| 30D | -19.6% | -2.3% | -17.3% | -19.9% |
| 3M | -8.1% | -2.8% | -5.3% | -8.2% |
| 6M | +18.6% | -12.4% | +30.9% | +16.7% |
| YTD | +45.9% | -3.3% | +49.2% | +49.4% |
| 1Y | +82.5% | -5.8% | +88.3% | +84.5% |
| All | +82.5% | -5.1% | +87.5% | +84.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling