+415.3%
CRWD vs DOCS
+9.5%
+405.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.4% |
| 7D | -2.4% | -1.4% | -1.0% | -2.2% |
| 30D | +1.5% | +21.8% | -20.3% | -2.4% |
| 3M | +18.5% | +27.3% | -8.8% | +13.0% |
| 6M | +109.1% | -0.3% | +109.4% | +105.4% |
| YTD | +81.8% | -40.5% | +122.3% | +93.3% |
| 1Y | +106.7% | -61.5% | +168.2% | +135.1% |
| All | +415.3% | +9.5% | +405.8% | +399.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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