+1,325.8%
CRWD vs HBM
+415.8%
+910.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -3.0% | -3.3% | +0.3% | -2.4% |
| 30D | -6.8% | -4.8% | -2.0% | -6.1% |
| 3M | +19.6% | -0.4% | +20.0% | +18.5% |
| 6M | +87.1% | +17.9% | +69.2% | +76.9% |
| YTD | +76.4% | +33.7% | +42.7% | +60.2% |
| 1Y | +90.8% | +95.6% | -4.8% | +58.3% |
| 3Y | +380.0% | +458.1% | -78.1% | +207.5% |
| 5Y | +215.6% | +329.0% | -113.4% | +105.8% |
| All | +1,325.8% | +415.8% | +910.0% | +676.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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