+277.4%
SMH vs CRWD
+392.9%
-115.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.6% |
| 7D | +1.4% | -2.8% | +4.2% | +2.4% |
| 30D | -2.2% | -5.9% | +3.7% | -1.1% |
| 3M | -1.9% | +29.0% | -30.8% | -12.2% |
| 6M | +41.0% | +91.5% | -50.5% | +7.1% |
| YTD | +55.6% | +78.2% | -22.6% | +20.5% |
| 1Y | +86.8% | +96.6% | -9.8% | +38.4% |
| All | +277.4% | +392.9% | -115.5% | +74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling