-10.0%
CRM vs PWR
+31.4%
-41.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -11.7% | +13.9% | -1.3% |
| 7D | -6.2% | -4.4% | -1.8% | -7.0% |
| 30D | -1.2% | -15.1% | +13.9% | -5.2% |
| 3M | +19.1% | -16.2% | +35.4% | +13.9% |
| 6M | +23.0% | -23.3% | +46.3% | +17.0% |
| YTD | -13.7% | +37.6% | -51.3% | -9.6% |
| 1Y | -10.0% | +32.4% | -42.4% | -6.1% |
| All | -10.0% | +31.4% | -41.4% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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