+225.5%
CRWD vs BTG
+78.0%
+147.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | -3.0% | -3.8% | +0.8% | -2.4% |
| 30D | -6.8% | +3.6% | -10.4% | -7.5% |
| 3M | +19.6% | +32.0% | -12.4% | +13.0% |
| 6M | +87.1% | +3.4% | +83.7% | +83.3% |
| YTD | +76.4% | +20.8% | +55.6% | +66.0% |
| 1Y | +90.8% | +22.4% | +68.4% | +77.1% |
| 3Y | +380.0% | +91.7% | +288.3% | +292.5% |
| All | +225.5% | +78.0% | +147.5% | +171.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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