+1,325.8%
CRWD vs UNH
+74.3%
+1,251.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.6% |
| 7D | -3.0% | -4.5% | +1.6% | -2.2% |
| 30D | -6.8% | -6.5% | -0.2% | -5.7% |
| 3M | +19.6% | -6.0% | +25.6% | +20.7% |
| 6M | +87.1% | +33.7% | +53.4% | +76.0% |
| YTD | +76.4% | +16.4% | +60.0% | +68.9% |
| 1Y | +90.8% | +10.1% | +80.7% | +84.3% |
| 3Y | +380.0% | -16.3% | +396.3% | +370.0% |
| 5Y | +215.6% | +2.1% | +213.5% | +187.6% |
| All | +1,325.8% | +74.3% | +1,251.5% | +951.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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