+1,412.7%
CRS vs URA
+369.2%
+1,043.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.7% |
| 7D | -0.5% | +5.7% | -6.3% | -3.4% |
| 30D | -18.1% | +5.6% | -23.7% | -20.7% |
| 3M | -12.4% | +6.2% | -18.6% | -15.8% |
| 6M | +15.9% | -8.2% | +24.2% | +18.4% |
| YTD | +45.8% | +9.7% | +36.2% | +33.2% |
| 1Y | +87.8% | +17.0% | +70.8% | +60.8% |
| 3Y | +648.7% | +118.5% | +530.2% | +327.7% |
| 5Y | +1,416.6% | +134.3% | +1,282.3% | +660.4% |
| 10Y | +1,412.7% | +377.5% | +1,035.2% | +342.7% |
| All | +1,412.7% | +369.2% | +1,043.4% | +342.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling