+384.9%
CRWD vs WU
-29.2%
+414.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | -2.8% | -5.0% | +2.1% | -2.2% |
| 30D | -5.9% | -2.3% | -3.6% | -5.7% |
| 3M | +29.0% | -3.2% | +32.2% | +28.3% |
| 6M | +91.5% | -25.0% | +116.5% | +97.5% |
| YTD | +78.2% | -21.7% | +99.9% | +82.5% |
| 1Y | +96.6% | -9.0% | +105.6% | +96.7% |
| All | +384.9% | -29.2% | +414.1% | +395.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling