+122.5%
CRWV vs DHR
-3.9%
+126.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | -0.4% | -3.6% | +3.2% | +0.4% |
| 30D | -17.4% | -2.7% | -14.6% | -16.9% |
| 3M | -7.1% | +10.9% | -18.0% | -11.8% |
| 6M | +8.6% | +3.0% | +5.5% | +6.1% |
| YTD | +24.3% | -12.2% | +36.5% | +31.1% |
| 1Y | -21.0% | +3.3% | -24.3% | -24.4% |
| All | +122.5% | -3.9% | +126.3% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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