+1,444.5%
CRS vs SUI
-32.0%
+1,476.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -0.2% | -2.8% | +2.6% | +0.7% |
| 30D | -16.6% | -1.2% | -15.5% | -16.4% |
| 3M | -3.5% | -1.7% | -1.7% | -3.4% |
| 6M | +15.4% | -10.5% | +25.9% | +19.5% |
| YTD | +51.2% | -1.8% | +53.0% | +51.1% |
| 1Y | +98.3% | -4.1% | +102.4% | +99.3% |
| 3Y | +651.5% | +11.3% | +640.3% | +587.9% |
| All | +1,444.5% | -32.0% | +1,476.5% | +1,599.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling