+1,369.7%
CRWD vs TER
+688.2%
+681.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -2.7% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | +1.5% | -8.3% | +9.8% | +4.0% |
| 3M | +18.5% | -12.2% | +30.8% | +19.1% |
| 6M | +109.1% | +17.1% | +92.0% | +79.2% |
| YTD | +81.8% | +84.7% | -2.8% | +26.3% |
| 1Y | +106.7% | +199.9% | -93.3% | +13.1% |
| 3Y | +428.7% | +232.8% | +195.9% | +150.6% |
| 5Y | +206.4% | +198.6% | +7.8% | +46.4% |
| All | +1,369.7% | +688.2% | +681.4% | +340.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling