+52.1%
CIFR vs BBWI
-66.8%
+118.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.1% | +7.5% | +5.6% |
| 7D | +26.7% | +1.6% | +25.1% | +25.9% |
| 30D | +7.7% | -6.2% | +14.0% | +9.1% |
| 3M | -23.8% | +4.3% | -28.1% | -27.1% |
| 6M | +35.9% | -7.2% | +43.1% | +34.8% |
| YTD | +25.4% | -3.0% | +28.4% | +20.6% |
| 1Y | +139.8% | -30.8% | +170.5% | +163.6% |
| 3Y | +515.0% | -43.4% | +558.3% | +616.0% |
| 5Y | +52.1% | -66.7% | +118.8% | +95.7% |
| All | +52.1% | -66.8% | +118.9% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 5y: compounded portfolio wealth divided by compounded BBWI 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…
5y analysis · Full analysis span regression · 6 months rolling