+529.2%
CRWD vs U
-41.4%
+570.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -2.4% |
| 7D | -3.0% | +5.5% | -8.5% | -4.7% |
| 30D | -6.8% | -1.3% | -5.5% | -6.6% |
| 3M | +19.6% | +64.6% | -45.0% | +1.2% |
| 6M | +87.1% | +119.4% | -32.3% | +43.0% |
| YTD | +76.4% | -0.5% | +76.9% | +66.7% |
| 1Y | +90.8% | +1.3% | +89.5% | +76.0% |
| 3Y | +380.0% | +15.6% | +364.4% | +277.3% |
| 5Y | +215.6% | -67.5% | +283.1% | +243.0% |
| All | +529.2% | -41.4% | +570.6% | +511.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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