+23.4%
CRM vs PWR
+18.1%
+5.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -2.7% |
| 7D | -5.0% | +2.7% | -7.6% | -4.0% |
| 30D | +23.6% | -5.1% | +28.7% | +21.3% |
| 3M | +39.6% | -9.4% | +49.0% | +36.0% |
| 6M | +23.4% | +10.4% | +13.0% | +27.8% |
| All | +23.4% | +18.1% | +5.4% | +27.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling