+80.6%
CRWD vs WM
+21.9%
+58.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.0% |
| 7D | -9.6% | +5.9% | -15.5% | -7.8% |
| 30D | -11.6% | +15.4% | -27.0% | -7.4% |
| 3M | +14.1% | +6.3% | +7.8% | +16.9% |
| 6M | +105.4% | +5.6% | +99.9% | +112.5% |
| YTD | +105.6% | +9.9% | +95.7% | +116.7% |
| 1Y | +80.6% | +20.8% | +59.7% | +96.1% |
| All | +80.6% | +21.9% | +58.7% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling