+1,457.0%
CRWD vs WM
+136.2%
+1,320.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.6% | -1.3% |
| 7D | -7.7% | +1.2% | -8.9% | -8.1% |
| 30D | -17.9% | +13.7% | -31.6% | -21.0% |
| 3M | +0.3% | +5.2% | -5.0% | -1.4% |
| 6M | +71.1% | +11.2% | +59.9% | +64.3% |
| YTD | +92.6% | +9.4% | +83.2% | +85.6% |
| 1Y | +62.0% | +20.4% | +41.6% | +50.9% |
| 3Y | +360.0% | +44.7% | +315.3% | +293.9% |
| 5Y | +220.7% | +58.5% | +162.2% | +162.1% |
| All | +1,457.0% | +136.2% | +1,320.8% | +1,038.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling