+1,276.1%
CRDO vs IWD
+70.9%
+1,205.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.0% |
| 7D | -2.4% | -2.3% | 0.0% | +1.7% |
| 30D | -35.3% | -1.8% | -33.5% | -33.6% |
| 3M | -32.6% | +8.0% | -40.6% | -41.4% |
| 6M | +42.7% | +17.0% | +25.7% | +8.7% |
| YTD | +11.4% | +21.3% | -9.9% | -20.8% |
| 1Y | -2.2% | +27.9% | -30.2% | -36.4% |
| 3Y | +912.1% | +70.1% | +842.0% | +330.2% |
| All | +1,276.1% | +70.9% | +1,205.2% | +476.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling