+679.2%
CRS vs SUI
+13.6%
+665.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.7% |
| 7D | -0.2% | -2.8% | +2.6% | +0.3% |
| 30D | -16.6% | -1.2% | -15.5% | -16.5% |
| 3M | -3.5% | -1.7% | -1.7% | -3.4% |
| 6M | +15.4% | -10.5% | +25.9% | +18.1% |
| YTD | +51.2% | -1.8% | +53.0% | +51.3% |
| 1Y | +98.3% | -4.1% | +102.4% | +99.4% |
| All | +679.2% | +13.6% | +665.6% | +587.5% |
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 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