+789.1%
NOW vs CRM
+241.6%
+547.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | -0.5% |
| 7D | -6.2% | -4.4% | -1.7% | -2.6% |
| 30D | +6.1% | +28.1% | -22.1% | -14.5% |
| 3M | +28.6% | +48.8% | -20.3% | -7.8% |
| 6M | +14.6% | +28.3% | -13.6% | -5.4% |
| YTD | -13.5% | -6.0% | -7.5% | -8.7% |
| 1Y | -29.4% | +1.4% | -30.8% | -30.2% |
| 3Y | +9.4% | +11.8% | -2.5% | -2.2% |
| 5Y | +2.3% | -2.0% | +4.3% | -0.5% |
| All | +789.1% | +241.6% | +547.5% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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