+96.3%
CRWD vs WM
+0.6%
+95.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.6% |
| 7D | -2.3% | -0.9% | -1.4% | -2.7% |
| 30D | -2.1% | -4.3% | +2.3% | -3.2% |
| 3M | +27.5% | +0.8% | +26.8% | +27.3% |
| 6M | +95.8% | -10.8% | +106.6% | +95.7% |
| YTD | +79.2% | -0.1% | +79.3% | +83.4% |
| 1Y | +96.3% | +1.0% | +95.2% | +105.4% |
| All | +96.3% | +0.6% | +95.7% | +105.4% |
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