+225.5%
CRWD vs WU
-51.3%
+276.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -3.0% | -3.5% | +0.5% | -2.3% |
| 30D | -6.8% | -2.9% | -3.8% | -6.3% |
| 3M | +19.6% | -2.3% | +21.8% | +18.7% |
| 6M | +87.1% | -25.4% | +112.5% | +97.2% |
| YTD | +76.4% | -21.2% | +97.6% | +83.3% |
| 1Y | +90.8% | -8.9% | +99.7% | +90.9% |
| 3Y | +380.0% | -29.0% | +408.9% | +398.7% |
| All | +225.5% | -51.3% | +276.9% | +262.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling