+217.3%
CRWD vs TER
+225.4%
-8.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -2.0% |
| 7D | +2.2% | +12.4% | -10.2% | -1.5% |
| 30D | -7.7% | +5.1% | -12.8% | -9.5% |
| 3M | +28.9% | +4.0% | +24.9% | +22.9% |
| 6M | +91.5% | +29.5% | +61.9% | +61.9% |
| YTD | +77.3% | +98.5% | -21.1% | +23.5% |
| 1Y | +96.3% | +234.1% | -137.8% | +6.7% |
| 3Y | +394.5% | +289.0% | +105.5% | +122.7% |
| All | +217.3% | +225.4% | -8.2% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling