+7.1%
CRM vs NET
+36.1%
-28.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.4% |
| 7D | +1.3% | -7.0% | +8.2% | +3.3% |
| 30D | +34.3% | -4.8% | +39.1% | +36.1% |
| 3M | +37.7% | +3.8% | +33.9% | +35.8% |
| 6M | +34.9% | +50.0% | -15.1% | +20.0% |
| YTD | -1.6% | +41.5% | -43.1% | -12.3% |
| 1Y | +7.1% | +32.8% | -25.7% | -4.1% |
| All | +7.1% | +36.1% | -28.9% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 1y: compounded portfolio wealth divided by compounded NET 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…
1y analysis · Full analysis span regression · 6 months rolling