+382.4%
CRWD vs IAU
+126.4%
+256.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | +2.2% | +0.2% | +2.0% | +2.1% |
| 30D | -7.7% | +0.2% | -7.9% | -7.7% |
| 3M | +28.9% | +3.3% | +25.6% | +28.0% |
| 6M | +91.5% | -14.6% | +106.0% | +96.4% |
| YTD | +77.3% | +1.9% | +75.4% | +73.0% |
| 1Y | +96.3% | +20.9% | +75.4% | +81.0% |
| All | +382.4% | +126.4% | +256.1% | +286.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling