+1,325.8%
CRWD vs WAT
+98.7%
+1,227.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.6% |
| 7D | -3.0% | -0.3% | -2.7% | -2.9% |
| 30D | -6.8% | -1.9% | -4.9% | -6.1% |
| 3M | +19.6% | +13.5% | +6.1% | +14.1% |
| 6M | +87.1% | +37.2% | +49.8% | +65.4% |
| YTD | +76.4% | +7.5% | +68.9% | +69.4% |
| 1Y | +90.8% | +35.0% | +55.8% | +67.1% |
| 3Y | +380.0% | +55.1% | +324.9% | +269.4% |
| 5Y | +215.6% | -2.8% | +218.5% | +195.6% |
| All | +1,325.8% | +98.7% | +1,227.1% | +786.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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