+218.9%
CRWD vs TECH
-42.4%
+261.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -2.8% | -0.5% | -2.3% | -2.6% |
| 30D | -5.9% | 0.0% | -5.9% | -5.9% |
| 3M | +29.0% | +37.4% | -8.5% | +12.3% |
| 6M | +91.5% | +36.9% | +54.6% | +63.7% |
| YTD | +78.2% | +23.1% | +55.1% | +58.5% |
| 1Y | +96.6% | +42.2% | +54.4% | +62.1% |
| 3Y | +397.0% | +1.9% | +395.1% | +338.3% |
| 5Y | +218.9% | -42.9% | +261.8% | +330.2% |
| All | +218.9% | -42.4% | +261.3% | +330.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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