+309.8%
BE vs CRM
+2.5%
+307.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.9% | +4.7% | +7.6% |
| 7D | +9.0% | -4.4% | +13.5% | +6.8% |
| 30D | +16.3% | +28.1% | -11.9% | +33.0% |
| 3M | +10.8% | +48.8% | -38.0% | +43.5% |
| 6M | +73.2% | +28.3% | +44.9% | +120.9% |
| YTD | +217.4% | -6.0% | +223.4% | +313.9% |
| 1Y | +309.8% | +1.4% | +308.4% | +424.8% |
| All | +309.8% | +2.5% | +307.3% | +424.8% |
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