+407.1%
CRWD vs URI
+125.3%
+281.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.3% |
| 7D | -2.4% | -2.0% | -0.4% | -1.9% |
| 30D | +1.5% | -12.9% | +14.5% | +5.0% |
| 3M | +18.5% | -6.7% | +25.3% | +20.0% |
| 6M | +109.1% | +19.0% | +90.1% | +94.9% |
| YTD | +81.8% | +25.5% | +56.3% | +64.3% |
| 1Y | +106.7% | +5.5% | +101.1% | +99.4% |
| All | +407.1% | +125.3% | +281.8% | +248.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling