+1,333.1%
CRWD vs URI
+780.7%
+552.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.4% |
| 7D | +2.2% | +5.0% | -2.8% | +0.8% |
| 30D | -7.7% | -9.4% | +1.7% | -5.3% |
| 3M | +28.9% | -5.8% | +34.7% | +30.3% |
| 6M | +91.5% | +25.8% | +65.6% | +75.6% |
| YTD | +77.3% | +27.9% | +49.4% | +60.6% |
| 1Y | +96.3% | +9.7% | +86.5% | +85.7% |
| 3Y | +394.5% | +128.0% | +266.5% | +270.2% |
| 5Y | +213.5% | +212.4% | +1.1% | +111.1% |
| All | +1,333.1% | +780.7% | +552.4% | +596.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling