+358.3%
DELL vs CRBG
+7.7%
+350.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.4% | +10.5% | +11.6% |
| 7D | +8.2% | +0.6% | +7.7% | +8.1% |
| 30D | +17.1% | +2.6% | +14.5% | +16.2% |
| 3M | +45.2% | +24.0% | +21.2% | +40.1% |
| 6M | +286.8% | +50.5% | +236.3% | +261.2% |
| YTD | +354.8% | +17.1% | +337.6% | +356.1% |
| 1Y | +358.3% | +5.9% | +352.4% | +351.6% |
| All | +358.3% | +7.7% | +350.5% | +351.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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