+225.5%
CRWD vs HRB
+114.1%
+111.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -3.0% | -8.0% | +5.0% | -1.4% |
| 30D | -6.8% | -16.0% | +9.2% | -3.7% |
| 3M | +19.6% | +26.9% | -7.3% | +12.4% |
| 6M | +87.1% | +51.1% | +36.0% | +68.4% |
| YTD | +76.4% | +7.1% | +69.4% | +68.4% |
| 1Y | +90.8% | -9.6% | +100.4% | +87.2% |
| 3Y | +380.0% | +25.4% | +354.6% | +320.3% |
| All | +225.5% | +114.1% | +111.5% | +161.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling