-16.9%
CRDO vs IWF
-1.6%
-15.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.4% | -9.9% | -10.7% |
| 7D | -21.4% | -4.2% | -17.3% | -10.9% |
| 30D | -35.8% | -8.1% | -27.6% | -16.9% |
| 3M | -42.6% | -5.1% | -37.6% | -31.2% |
| 6M | -24.2% | -1.4% | -22.8% | -16.4% |
| YTD | -5.1% | -0.1% | -5.0% | +4.8% |
| 1Y | -16.9% | -1.3% | -15.6% | -2.2% |
| All | -16.9% | -1.6% | -15.3% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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