+1,755.5%
CRM vs ACWI
+356.8%
+1,398.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -1.9% |
| 7D | +1.3% | +0.5% | +0.8% | +0.7% |
| 30D | +34.3% | +0.9% | +33.5% | +33.1% |
| 3M | +37.7% | +2.4% | +35.3% | +33.0% |
| 6M | +34.9% | +12.4% | +22.6% | +15.5% |
| YTD | -1.6% | +15.2% | -16.8% | -18.3% |
| 1Y | +7.1% | +22.7% | -15.6% | -17.5% |
| 3Y | +19.0% | +75.8% | -56.7% | -39.8% |
| 5Y | -1.3% | +67.7% | -69.0% | -45.6% |
| 10Y | +251.2% | +229.0% | +22.2% | -9.0% |
| All | +1,755.5% | +356.8% | +1,398.7% | +244.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling