+27.3%
CRDO vs IWD
+30.5%
-3.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.9% |
| 7D | -26.7% | -0.3% | -26.4% | -26.5% |
| 30D | -24.1% | +0.6% | -24.7% | -25.2% |
| 3M | -21.6% | +7.2% | -28.8% | -31.1% |
| 6M | +66.3% | +16.2% | +50.1% | +27.5% |
| YTD | +18.5% | +23.3% | -4.8% | -17.6% |
| 1Y | +27.3% | +29.6% | -2.3% | -16.4% |
| All | +27.3% | +30.5% | -3.2% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling