+1,348.4%
CRWD vs UTHR
+516.5%
+832.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.6% | -1.8% |
| 7D | -2.3% | -2.9% | +0.5% | -1.9% |
| 30D | -2.1% | -7.6% | +5.5% | -0.8% |
| 3M | +27.5% | -8.6% | +36.1% | +29.2% |
| 6M | +95.8% | +4.1% | +91.7% | +93.3% |
| YTD | +79.2% | +2.2% | +77.0% | +77.0% |
| 1Y | +96.3% | +26.2% | +70.1% | +86.2% |
| 3Y | +399.8% | +121.2% | +278.6% | +308.3% |
| 5Y | +216.7% | +136.5% | +80.2% | +143.1% |
| All | +1,348.4% | +516.5% | +832.0% | +600.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling