+380.0%
CRWD vs UNH
-16.8%
+396.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.9% |
| 7D | -3.0% | -4.5% | +1.6% | -2.8% |
| 30D | -6.8% | -6.5% | -0.2% | -6.5% |
| 3M | +19.6% | -6.0% | +25.6% | +19.8% |
| 6M | +87.1% | +33.7% | +53.4% | +83.5% |
| YTD | +76.4% | +16.4% | +60.0% | +72.8% |
| 1Y | +90.8% | +10.1% | +80.7% | +87.2% |
| 3Y | +380.0% | -16.3% | +396.3% | +358.2% |
| All | +380.0% | -16.8% | +396.7% | +358.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling