+25.3%
CRM vs BEN
+33.5%
-8.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | -0.5% |
| 7D | -8.1% | +0.3% | -8.4% | -8.0% |
| 30D | +23.1% | +0.9% | +22.2% | +22.8% |
| 3M | +42.5% | +9.2% | +33.4% | +41.9% |
| 6M | +25.3% | +36.8% | -11.5% | +21.2% |
| All | +25.3% | +33.5% | -8.2% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 6mo: compounded portfolio wealth divided by compounded BEN 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…
6mo analysis · Full analysis span regression · 6 months rolling