-16.3%
UNH vs CRDO
+917.2%
-933.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -2.4% |
| 7D | -4.5% | -4.5% | -0.1% | -4.6% |
| 30D | -6.5% | -39.2% | +32.7% | -6.9% |
| 3M | -6.0% | -38.5% | +32.5% | -6.3% |
| 6M | +33.7% | +40.6% | -6.9% | +33.6% |
| YTD | +16.4% | +13.2% | +3.1% | +16.0% |
| 1Y | +10.1% | +2.3% | +7.8% | +9.7% |
| 3Y | -16.3% | +942.5% | -958.9% | -10.7% |
| All | -16.3% | +917.2% | -933.5% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRDO.
Daily Out/Under-Performance
Portfolio return minus CRDO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRDO 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 CRDO 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