+8.2%
NOW vs CRM
+9.4%
-1.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -9.9% | -8.1% | -1.8% | -3.1% |
| 30D | +2.8% | +23.1% | -20.2% | -15.3% |
| 3M | +23.7% | +42.5% | -18.9% | -10.3% |
| 6M | +12.5% | +25.3% | -12.8% | -7.4% |
| YTD | -14.4% | -7.8% | -6.6% | -10.8% |
| 1Y | -29.0% | +1.0% | -30.0% | -31.3% |
| All | +8.2% | +9.4% | -1.1% | +0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling