+970.0%
CRS vs UUUU
-92.5%
+1,062.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.1% | -1.4% |
| 7D | -4.1% | -5.0% | +0.9% | -3.5% |
| 30D | -16.6% | -7.8% | -8.8% | -15.8% |
| 3M | -14.3% | -0.4% | -13.8% | -14.6% |
| 6M | +11.6% | -32.9% | +44.5% | +16.1% |
| YTD | +42.6% | -6.3% | +48.8% | +40.3% |
| 1Y | +81.8% | +7.9% | +73.9% | +71.8% |
| 3Y | +632.1% | +85.2% | +546.9% | +518.6% |
| 5Y | +1,401.6% | +97.0% | +1,304.7% | +1,114.3% |
| 10Y | +1,379.0% | +492.6% | +886.4% | +855.7% |
| All | +970.0% | -92.5% | +1,062.5% | +653.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling