+225.5%
CRWD vs DHI
+61.2%
+164.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.5% |
| 7D | -3.0% | -3.4% | +0.4% | -2.1% |
| 30D | -6.8% | -5.4% | -1.3% | -5.6% |
| 3M | +19.6% | -10.4% | +30.0% | +22.4% |
| 6M | +87.1% | -2.8% | +89.9% | +85.9% |
| YTD | +76.4% | -3.4% | +79.8% | +74.1% |
| 1Y | +90.8% | -22.9% | +113.7% | +102.0% |
| 3Y | +380.0% | +20.7% | +359.3% | +277.2% |
| All | +225.5% | +61.2% | +164.3% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 5y: compounded portfolio wealth divided by compounded DHI 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…
5y analysis · Full analysis span regression · 6 months rolling