+4,189.4%
CRS vs SUI
+4,109.4%
+80.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.5% |
| 7D | -1.7% | +6.2% | -7.9% | -4.9% |
| 30D | -28.8% | +8.6% | -37.4% | -32.3% |
| 3M | -50.0% | +1.0% | -51.0% | -50.8% |
| 6M | -39.2% | -2.6% | -36.6% | -39.5% |
| YTD | -11.4% | -0.1% | -11.3% | -13.2% |
| 1Y | -11.7% | +0.5% | -12.2% | -13.8% |
| 3Y | +319.6% | +15.3% | +304.4% | +266.9% |
| 5Y | +794.8% | -26.1% | +820.9% | +874.2% |
| 10Y | +926.9% | +117.8% | +809.1% | +499.3% |
| All | +4,189.4% | +4,109.4% | +80.0% | +640.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling