+355.9%
CRWD vs TER
+207.3%
+148.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.3% | -6.8% | -0.1% |
| 7D | -5.0% | +5.9% | -10.8% | -6.1% |
| 30D | -12.9% | -30.8% | +17.9% | -7.6% |
| 3M | +3.2% | -29.9% | +33.2% | +8.4% |
| 6M | +69.0% | -27.5% | +96.4% | +72.4% |
| YTD | +95.5% | +37.5% | +58.0% | +62.5% |
| 1Y | +64.6% | +50.3% | +14.3% | +33.0% |
| All | +355.9% | +207.3% | +148.6% | +157.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling