+1,043.4%
SMH vs CRWD
+1,202.3%
-158.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.8% |
| 7D | +0.3% | -3.0% | +3.3% | +1.2% |
| 30D | -2.8% | -6.8% | +4.0% | -1.6% |
| 3M | -6.7% | +19.6% | -26.3% | -12.9% |
| 6M | +41.8% | +87.1% | -45.3% | +14.4% |
| YTD | +57.9% | +76.4% | -18.5% | +28.5% |
| 1Y | +87.6% | +90.8% | -3.2% | +49.0% |
| 3Y | +282.9% | +380.0% | -97.0% | +127.0% |
| 5Y | +330.4% | +215.6% | +114.8% | +167.4% |
| All | +1,043.4% | +1,202.3% | -158.9% | +373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CRWD.
Daily Out/Under-Performance
Portfolio return minus CRWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRWD 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 CRWD 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