+137.4%
CRWV vs USB
+53.1%
+84.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.5% |
| 7D | +17.3% | -1.1% | +18.4% | +18.1% |
| 30D | +7.7% | -3.2% | +10.9% | +10.2% |
| 3M | -3.6% | +11.8% | -15.4% | -11.7% |
| 6M | +27.6% | +21.4% | +6.2% | +7.8% |
| YTD | +32.6% | +18.6% | +14.0% | +14.4% |
| 1Y | -5.3% | +30.8% | -36.1% | -25.2% |
| All | +137.4% | +53.1% | +84.2% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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