+332.3%
CRS vs WPM
+214.5%
+117.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | +4.8% | -3.6% | +8.3% | +5.7% |
| 30D | -23.2% | +1.4% | -24.6% | -23.2% |
| 3M | -45.5% | -0.2% | -45.3% | -45.6% |
| 6M | -33.1% | -7.3% | -25.8% | -32.6% |
| YTD | -7.2% | +12.3% | -19.6% | -11.3% |
| 1Y | -10.0% | +24.9% | -34.9% | -15.8% |
| 3Y | +332.3% | +210.4% | +122.0% | +208.6% |
| All | +332.3% | +214.5% | +117.8% | +208.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling