+1,341.4%
CRDO vs TMF
-86.1%
+1,427.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.2% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | -30.0% | -1.0% | -29.0% | -30.0% |
| 3M | -28.3% | -11.3% | -17.1% | -28.1% |
| 6M | +44.8% | -22.7% | +67.5% | +45.7% |
| YTD | +16.7% | -17.3% | +34.0% | +17.3% |
| 1Y | +12.7% | -22.5% | +35.2% | +13.3% |
| 3Y | +960.1% | -43.2% | +1,003.3% | +961.2% |
| All | +1,341.4% | -86.1% | +1,427.5% | +1,395.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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