+95.6%
CRWD vs URI
+9.3%
+86.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.0% |
| 7D | +2.2% | +5.0% | -2.8% | +2.3% |
| 30D | -7.7% | -9.4% | +1.7% | -8.0% |
| 3M | +28.9% | -5.8% | +34.7% | +28.7% |
| 6M | +91.5% | +25.8% | +65.6% | +92.7% |
| YTD | +77.3% | +27.9% | +49.4% | +79.2% |
| All | +95.6% | +9.3% | +86.3% | +95.3% |
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