+225.5%
CRWD vs DHR
-30.1%
+255.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -3.0% | -3.6% | +0.6% | -1.3% |
| 30D | -6.8% | -2.7% | -4.0% | -5.9% |
| 3M | +19.6% | +10.9% | +8.7% | +11.8% |
| 6M | +87.1% | +3.0% | +84.0% | +80.7% |
| YTD | +76.4% | -12.2% | +88.6% | +85.9% |
| 1Y | +90.8% | +3.3% | +87.5% | +81.3% |
| 3Y | +380.0% | -8.2% | +388.2% | +356.3% |
| All | +225.5% | -30.1% | +255.6% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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