+1,325.8%
CRWD vs UTHR
+515.4%
+810.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.8% |
| 7D | -3.0% | +1.9% | -4.9% | -3.3% |
| 30D | -6.8% | -2.9% | -3.9% | -6.3% |
| 3M | +19.6% | -8.9% | +28.4% | +21.2% |
| 6M | +87.1% | -8.7% | +95.8% | +88.9% |
| YTD | +76.4% | +2.0% | +74.4% | +74.2% |
| 1Y | +90.8% | +22.8% | +68.0% | +81.9% |
| 3Y | +380.0% | +120.6% | +259.4% | +292.3% |
| 5Y | +215.6% | +136.4% | +79.2% | +142.2% |
| All | +1,325.8% | +515.4% | +810.4% | +589.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 10y: compounded portfolio wealth divided by compounded UTHR 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…
10y analysis · Full analysis span regression · 6 months rolling