+1,485.3%
CRWD vs IBB
+111.6%
+1,373.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.5% | +2.3% |
| 7D | +5.8% | +1.6% | +4.2% | +4.3% |
| 30D | -12.0% | +6.7% | -18.7% | -17.1% |
| 3M | +3.6% | +6.3% | -2.7% | -3.3% |
| 6M | +68.3% | +23.9% | +44.4% | +34.8% |
| YTD | +96.2% | +26.6% | +69.6% | +52.3% |
| 1Y | +68.4% | +29.6% | +38.8% | +27.3% |
| 3Y | +368.4% | +86.1% | +282.3% | +132.6% |
| 5Y | +223.4% | +40.3% | +183.1% | +120.8% |
| All | +1,485.3% | +111.6% | +1,373.7% | +533.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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