+1,325.8%
CRWD vs HRB
+118.7%
+1,207.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -3.0% | -8.0% | +5.0% | -1.9% |
| 30D | -6.8% | -16.0% | +9.2% | -4.7% |
| 3M | +19.6% | +26.9% | -7.3% | +15.1% |
| 6M | +87.1% | +51.1% | +36.0% | +75.3% |
| YTD | +76.4% | +7.1% | +69.4% | +71.3% |
| 1Y | +90.8% | -9.6% | +100.4% | +88.2% |
| 3Y | +380.0% | +25.4% | +354.6% | +350.5% |
| 5Y | +215.6% | +114.9% | +100.7% | +186.3% |
| All | +1,325.8% | +118.7% | +1,207.1% | +1,528.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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