+1,476.4%
CRWD vs URI
+865.8%
+610.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.9% | -1.5% | +3.5% |
| 7D | -5.5% | -4.0% | -1.5% | -4.3% |
| 30D | -16.9% | +6.8% | -23.7% | -18.3% |
| 3M | +6.6% | -2.8% | +9.4% | +7.3% |
| 6M | +73.2% | +20.9% | +52.4% | +63.4% |
| YTD | +95.1% | +40.2% | +54.8% | +72.4% |
| 1Y | +69.4% | +34.1% | +35.3% | +51.8% |
| 3Y | +379.3% | +164.1% | +215.2% | +245.4% |
| 5Y | +211.9% | +199.3% | +12.5% | +109.0% |
| All | +1,476.4% | +865.8% | +610.6% | +647.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling