+82.7%
CRS vs WPM
+46.6%
+36.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.5% |
| 7D | -6.8% | -0.6% | -6.2% | -6.7% |
| 30D | -16.1% | +14.4% | -30.5% | -18.4% |
| 3M | -21.2% | +37.0% | -58.2% | -26.7% |
| 6M | +8.7% | +4.1% | +4.6% | +5.5% |
| YTD | +41.0% | +31.7% | +9.3% | +32.1% |
| 1Y | +82.7% | +44.2% | +38.5% | +68.1% |
| All | +82.7% | +46.6% | +36.1% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling