+612.8%
CRS vs UUUU
+83.7%
+529.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.1% | -1.2% |
| 7D | -4.1% | -5.0% | +0.9% | -3.3% |
| 30D | -16.6% | -7.8% | -8.8% | -15.6% |
| 3M | -14.3% | -0.4% | -13.8% | -14.7% |
| 6M | +11.6% | -32.9% | +44.5% | +16.8% |
| YTD | +42.6% | -6.3% | +48.8% | +39.9% |
| 1Y | +81.8% | +7.9% | +73.9% | +66.4% |
| All | +612.8% | +83.7% | +529.1% | +431.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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