+9.7%
CRM vs ACWI
+73.7%
-63.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | +0.3% |
| 7D | -8.1% | -1.9% | -6.2% | -6.4% |
| 30D | +23.1% | -1.3% | +24.4% | +24.6% |
| 3M | +42.5% | +5.0% | +37.6% | +35.4% |
| 6M | +25.3% | +11.7% | +13.6% | +10.6% |
| YTD | -7.8% | +13.0% | -20.8% | -19.8% |
| 1Y | +1.0% | +19.2% | -18.2% | -17.8% |
| All | +9.7% | +73.7% | -63.9% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling