+1,325.8%
CRWD vs TRV
+191.6%
+1,134.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.5% |
| 7D | -3.0% | +1.9% | -4.9% | -3.4% |
| 30D | -6.8% | +1.7% | -8.5% | -7.1% |
| 3M | +19.6% | +23.9% | -4.3% | +13.6% |
| 6M | +87.1% | +26.3% | +60.8% | +76.8% |
| YTD | +76.4% | +30.8% | +45.6% | +64.9% |
| 1Y | +90.8% | +36.3% | +54.5% | +76.2% |
| 3Y | +380.0% | +145.0% | +235.0% | +283.9% |
| 5Y | +215.6% | +163.9% | +51.8% | +143.6% |
| All | +1,325.8% | +191.6% | +1,134.2% | +853.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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