+1,298.7%
CRDO vs IWD
+72.4%
+1,226.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +0.1% |
| 7D | -4.5% | -0.8% | -3.7% | -3.1% |
| 30D | -39.2% | -0.8% | -38.4% | -38.6% |
| 3M | -38.5% | +6.9% | -45.4% | -45.7% |
| 6M | +40.6% | +18.3% | +22.3% | +5.1% |
| YTD | +13.2% | +22.4% | -9.1% | -20.7% |
| 1Y | +2.3% | +27.4% | -25.1% | -32.9% |
| 3Y | +942.5% | +71.2% | +871.4% | +338.1% |
| All | +1,298.7% | +72.4% | +1,226.3% | +476.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling