+380.0%
CRWD vs BEN
+51.0%
+329.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.0% | -3.1% | +0.1% | -1.9% |
| 30D | -6.8% | +0.2% | -7.0% | -6.9% |
| 3M | +19.6% | +6.8% | +12.7% | +16.8% |
| 6M | +87.1% | +38.1% | +49.0% | +65.9% |
| YTD | +76.4% | +44.3% | +32.1% | +54.0% |
| 1Y | +90.8% | +42.6% | +48.2% | +67.0% |
| 3Y | +380.0% | +52.3% | +327.7% | +288.1% |
| All | +380.0% | +51.0% | +329.0% | +288.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling