+64.6%
CRWD vs URI
+36.3%
+28.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.7% | +1.2% |
| 7D | -5.0% | +2.6% | -7.5% | -5.2% |
| 30D | -12.9% | +9.1% | -22.0% | -13.1% |
| 3M | +3.2% | +1.0% | +2.2% | +2.7% |
| 6M | +69.0% | +23.3% | +45.6% | +69.6% |
| YTD | +95.5% | +43.3% | +52.2% | +95.6% |
| 1Y | +64.6% | +35.9% | +28.6% | +67.3% |
| All | +64.6% | +36.3% | +28.2% | +67.3% |
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