+218.9%
CRWD vs BEN
+36.2%
+182.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +1.1% |
| 7D | -2.8% | +0.3% | -3.2% | -3.1% |
| 30D | -5.9% | +0.9% | -6.8% | -6.3% |
| 3M | +29.0% | +9.2% | +19.8% | +23.7% |
| 6M | +91.5% | +36.8% | +54.7% | +63.9% |
| YTD | +78.2% | +44.4% | +33.8% | +48.4% |
| 1Y | +96.6% | +45.8% | +50.8% | +62.4% |
| 3Y | +397.0% | +52.5% | +344.5% | +281.8% |
| 5Y | +218.9% | +37.7% | +181.2% | +149.7% |
| All | +218.9% | +36.2% | +182.6% | +149.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling