+1,325.8%
CRWD vs IAU
+220.9%
+1,104.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | -3.0% | -2.0% | -1.0% | -2.4% |
| 30D | -6.8% | -1.5% | -5.3% | -6.4% |
| 3M | +19.6% | +3.3% | +16.3% | +18.4% |
| 6M | +87.1% | -16.2% | +103.3% | +96.2% |
| YTD | +76.4% | +0.7% | +75.7% | +72.4% |
| 1Y | +90.8% | +19.2% | +71.6% | +74.4% |
| 3Y | +380.0% | +124.4% | +255.6% | +238.4% |
| 5Y | +215.6% | +140.0% | +75.6% | +110.4% |
| All | +1,325.8% | +220.9% | +1,104.9% | +668.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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