+384.9%
CRWD vs WPM
+259.8%
+125.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +1.1% |
| 7D | -2.8% | -3.6% | +0.8% | -2.3% |
| 30D | -5.9% | +12.5% | -18.4% | -7.9% |
| 3M | +29.0% | +40.6% | -11.6% | +20.7% |
| 6M | +91.5% | +0.5% | +90.9% | +89.5% |
| YTD | +78.2% | +29.0% | +49.2% | +64.7% |
| 1Y | +96.6% | +43.8% | +52.8% | +75.7% |
| All | +384.9% | +259.8% | +125.1% | +228.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling