+1,340.4%
CRWD vs UNH
+78.6%
+1,261.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | -2.8% | -3.2% | +0.3% | -2.3% |
| 30D | -5.9% | -3.5% | -2.4% | -5.4% |
| 3M | +29.0% | -4.2% | +33.1% | +29.7% |
| 6M | +91.5% | +38.3% | +53.2% | +79.0% |
| YTD | +78.2% | +19.2% | +59.0% | +69.9% |
| 1Y | +96.6% | +15.0% | +81.7% | +88.4% |
| 3Y | +397.0% | -14.5% | +411.5% | +385.0% |
| 5Y | +218.9% | +4.6% | +214.3% | +189.3% |
| All | +1,340.4% | +78.6% | +1,261.8% | +957.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling