+216.7%
CRWD vs URI
+206.8%
+9.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -2.0% | -1.6% |
| 7D | -2.3% | +2.5% | -4.9% | -3.2% |
| 30D | -2.1% | -12.5% | +10.5% | +2.8% |
| 3M | +27.5% | -6.2% | +33.7% | +29.5% |
| 6M | +95.8% | +25.9% | +70.0% | +72.0% |
| YTD | +79.2% | +26.2% | +53.0% | +55.0% |
| 1Y | +96.3% | +5.5% | +90.8% | +84.0% |
| 3Y | +399.8% | +125.0% | +274.8% | +199.8% |
| 5Y | +216.7% | +210.4% | +6.3% | +44.3% |
| All | +216.7% | +206.8% | +9.9% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling