+1,340.4%
CRWD vs GEN
+222.6%
+1,117.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | -2.8% | -4.3% | +1.5% | -0.6% |
| 30D | -5.9% | +3.8% | -9.6% | -7.5% |
| 3M | +29.0% | +22.3% | +6.7% | +16.4% |
| 6M | +91.5% | +39.0% | +52.5% | +62.0% |
| YTD | +78.2% | +11.9% | +66.3% | +67.3% |
| 1Y | +96.6% | +4.5% | +92.1% | +90.3% |
| 3Y | +397.0% | +59.0% | +338.0% | +283.6% |
| 5Y | +218.9% | +22.0% | +196.9% | +174.1% |
| All | +1,340.4% | +222.6% | +1,117.8% | +592.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling