+80.6%
CRWD vs URI
+33.3%
+47.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -1.5% |
| 7D | -9.6% | -4.3% | -5.3% | -9.6% |
| 30D | -11.6% | +4.6% | -16.2% | -11.6% |
| 3M | +14.1% | -2.1% | +16.2% | +13.7% |
| 6M | +105.4% | +21.9% | +83.5% | +106.6% |
| YTD | +105.6% | +39.7% | +66.0% | +106.0% |
| 1Y | +80.6% | +32.9% | +47.7% | +84.9% |
| All | +80.6% | +33.3% | +47.3% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling