+360.0%
CRWD vs DIS
+36.4%
+323.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -7.7% | +4.4% | -12.1% | -8.7% |
| 30D | -17.9% | +10.3% | -28.2% | -20.1% |
| 3M | +0.3% | +15.5% | -15.3% | -4.1% |
| 6M | +71.1% | +11.2% | +59.9% | +65.2% |
| YTD | +92.6% | +5.6% | +87.1% | +88.5% |
| 1Y | +62.0% | +7.7% | +54.2% | +57.0% |
| 3Y | +360.0% | +39.3% | +320.7% | +306.8% |
| All | +360.0% | +36.4% | +323.6% | +306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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