+612.8%
CRS vs WU
-29.2%
+642.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.1% |
| 7D | -4.1% | -5.0% | +0.9% | -3.5% |
| 30D | -16.6% | -2.3% | -14.3% | -16.4% |
| 3M | -14.3% | -3.2% | -11.0% | -14.8% |
| 6M | +11.6% | -25.0% | +36.6% | +15.3% |
| YTD | +42.6% | -21.7% | +64.2% | +45.9% |
| 1Y | +81.8% | -9.0% | +90.8% | +80.2% |
| All | +612.8% | -29.2% | +642.0% | +600.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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