+218.9%
CRWD vs SUI
-33.2%
+252.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | -2.8% | -4.1% | +1.3% | -1.6% |
| 30D | -5.9% | -3.2% | -2.7% | -5.3% |
| 3M | +29.0% | -8.4% | +37.4% | +31.9% |
| 6M | +91.5% | -14.4% | +105.8% | +100.1% |
| YTD | +78.2% | -5.5% | +83.8% | +79.4% |
| 1Y | +96.6% | -7.3% | +104.0% | +98.7% |
| 3Y | +397.0% | +9.9% | +387.1% | +336.5% |
| 5Y | +218.9% | -31.6% | +250.5% | +296.7% |
| All | +218.9% | -33.2% | +252.0% | +296.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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