+344.1%
CRS vs SUI
+17.1%
+327.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.7% |
| 7D | +7.4% | -3.8% | +11.2% | +7.9% |
| 30D | -21.2% | +3.9% | -25.2% | -21.8% |
| 3M | -43.3% | +0.2% | -43.5% | -43.4% |
| 6M | -29.4% | -4.2% | -25.2% | -29.1% |
| YTD | -4.7% | -2.5% | -2.1% | -4.6% |
| 1Y | -9.6% | -4.0% | -5.6% | -9.2% |
| All | +344.1% | +17.1% | +327.1% | +292.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling