+3,341.8%
V vs CRS
+550.2%
+2,791.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.9% |
| 7D | +0.9% | +4.8% | -3.8% | -0.4% |
| 30D | +9.0% | -23.2% | +32.1% | +14.8% |
| 3M | +16.7% | -45.5% | +62.2% | +33.2% |
| 6M | +33.4% | -33.1% | +66.5% | +43.4% |
| YTD | +22.4% | -7.2% | +29.6% | +19.2% |
| 1Y | +27.7% | -10.0% | +37.7% | +25.2% |
| 3Y | +78.0% | +332.3% | -254.3% | +9.1% |
| 5Y | +108.5% | +801.9% | -693.4% | -0.9% |
| 10Y | +459.0% | +820.9% | -361.9% | +126.3% |
| All | +3,341.8% | +550.2% | +2,791.6% | +953.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling