+71.1%
CRWD vs URI
+31.9%
+39.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.3% |
| 7D | +4.5% | +6.7% | -2.2% | +4.1% |
| 30D | -9.1% | +8.9% | -18.0% | -9.1% |
| 3M | +0.5% | +0.5% | -0.1% | +0.2% |
| 6M | +61.1% | +20.7% | +40.5% | +62.1% |
| YTD | +93.4% | +40.0% | +53.3% | +94.7% |
| 1Y | +71.1% | +34.4% | +36.7% | +74.2% |
| All | +71.1% | +31.9% | +39.2% | +74.2% |
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