+1,325.8%
CRWD vs UL
+12.1%
+1,313.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -3.0% | -3.4% | +0.4% | -2.5% |
| 30D | -6.8% | +0.5% | -7.3% | -6.9% |
| 3M | +19.6% | +7.2% | +12.3% | +18.0% |
| 6M | +87.1% | -3.1% | +90.1% | +87.7% |
| YTD | +76.4% | -2.7% | +79.1% | +75.9% |
| 1Y | +90.8% | -10.2% | +101.1% | +93.5% |
| 3Y | +380.0% | +20.3% | +359.7% | +338.1% |
| 5Y | +215.6% | +19.9% | +195.7% | +182.5% |
| All | +1,325.8% | +12.1% | +1,313.7% | +1,034.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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