+2,627.8%
NOW vs CRM
+649.0%
+1,978.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.9% | -1.1% | -2.0% |
| 7D | -6.1% | -3.5% | -2.6% | -3.3% |
| 30D | +7.5% | +29.3% | -21.8% | -13.2% |
| 3M | +17.5% | +36.8% | -19.3% | -8.6% |
| 6M | +7.9% | +23.9% | -15.9% | -7.6% |
| YTD | -12.4% | -5.5% | -6.9% | -7.8% |
| 1Y | -28.6% | -0.4% | -28.1% | -28.1% |
| 3Y | +11.8% | +12.8% | -0.9% | +0.6% |
| 5Y | +2.6% | -3.5% | +6.1% | +2.2% |
| 10Y | +790.0% | +238.4% | +551.5% | +245.5% |
| All | +2,627.8% | +649.0% | +1,978.8% | +666.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling