+360.5%
BE vs CRM
+8.9%
+351.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.3% | +6.4% |
| 7D | +20.0% | +1.3% | +18.7% | +20.7% |
| 30D | +7.9% | +34.3% | -26.4% | +26.9% |
| 3M | -13.2% | +37.7% | -50.9% | +11.0% |
| 6M | +53.5% | +34.9% | +18.5% | +100.6% |
| YTD | +191.0% | -1.6% | +192.7% | +279.3% |
| 1Y | +360.5% | +7.1% | +353.4% | +507.8% |
| All | +360.5% | +8.9% | +351.6% | +507.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 1y: compounded portfolio wealth divided by compounded CRM 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…
1y analysis · Full analysis span regression · 6 months rolling