+1,462.8%
CRWD vs TER
+450.9%
+1,011.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | +0.4% |
| 7D | +4.5% | +14.4% | -9.9% | -0.3% |
| 30D | -9.1% | -30.6% | +21.5% | +1.7% |
| 3M | +0.5% | -39.2% | +39.7% | +15.4% |
| 6M | +61.1% | -31.3% | +92.4% | +69.6% |
| YTD | +93.4% | +29.1% | +64.3% | +47.7% |
| 1Y | +71.1% | +47.4% | +23.7% | +22.9% |
| 3Y | +351.1% | +191.2% | +159.8% | +110.3% |
| 5Y | +218.8% | +74.0% | +144.8% | +82.6% |
| All | +1,462.8% | +450.9% | +1,011.9% | +414.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling