+1,348.4%
CRWD vs WM
+115.7%
+1,232.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.3% |
| 7D | -2.3% | -0.9% | -1.4% | -2.1% |
| 30D | -2.1% | -4.3% | +2.3% | -0.9% |
| 3M | +27.5% | +0.8% | +26.8% | +26.3% |
| 6M | +95.8% | -10.8% | +106.6% | +101.4% |
| YTD | +79.2% | -0.1% | +79.3% | +77.5% |
| 1Y | +96.3% | +1.0% | +95.2% | +93.1% |
| 3Y | +399.8% | +45.1% | +354.7% | +323.4% |
| 5Y | +216.7% | +52.1% | +164.6% | +161.1% |
| All | +1,348.4% | +115.7% | +1,232.7% | +988.7% |
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