+1,325.8%
CRWD vs WU
-43.2%
+1,368.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -3.0% | -3.5% | +0.5% | -2.5% |
| 30D | -6.8% | -2.9% | -3.8% | -6.4% |
| 3M | +19.6% | -2.3% | +21.8% | +19.1% |
| 6M | +87.1% | -25.4% | +112.5% | +94.4% |
| YTD | +76.4% | -21.2% | +97.6% | +81.5% |
| 1Y | +90.8% | -8.9% | +99.7% | +91.3% |
| 3Y | +380.0% | -29.0% | +408.9% | +394.4% |
| 5Y | +215.6% | -50.7% | +266.4% | +234.2% |
| All | +1,325.8% | -43.2% | +1,368.9% | +1,622.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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