+7.3%
MSCI vs CRS
+653.3%
-645.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.5% | -0.2% | -3.5% |
| 7D | -2.1% | -3.1% | +1.0% | -1.9% |
| 30D | -1.7% | -19.6% | +17.9% | -0.2% |
| 3M | -8.2% | -8.1% | -0.1% | -8.3% |
| 6M | -2.4% | +18.6% | -21.0% | -5.5% |
| YTD | -2.8% | +45.9% | -48.7% | -8.6% |
| 1Y | -2.7% | +82.5% | -85.1% | -12.3% |
| 3Y | +7.3% | +648.9% | -641.6% | -28.2% |
| All | +7.3% | +653.3% | -645.9% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CRS 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling