+11.8%
NOW vs CRS
+653.3%
-641.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.5% | -1.5% | -4.3% |
| 7D | -6.1% | -3.1% | -3.0% | -5.5% |
| 30D | +7.5% | -19.6% | +27.1% | +11.8% |
| 3M | +17.5% | -8.1% | +25.6% | +17.7% |
| 6M | +7.9% | +18.6% | -10.6% | +0.7% |
| YTD | -12.4% | +45.9% | -58.3% | -23.7% |
| 1Y | -28.6% | +82.5% | -111.0% | -43.0% |
| 3Y | +11.8% | +648.9% | -637.1% | -39.0% |
| All | +11.8% | +653.3% | -641.4% | -39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling