+399.8%
CRWD vs IBB
+64.8%
+335.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -0.3% |
| 7D | -2.3% | -1.7% | -0.7% | -1.6% |
| 30D | -2.1% | +4.9% | -6.9% | -4.9% |
| 3M | +27.5% | +24.2% | +3.3% | +12.5% |
| 6M | +95.8% | +23.8% | +72.0% | +71.9% |
| YTD | +79.2% | +23.0% | +56.3% | +57.9% |
| 1Y | +96.3% | +46.2% | +50.1% | +54.7% |
| 3Y | +399.8% | +64.8% | +335.0% | +255.9% |
| All | +399.8% | +64.8% | +335.0% | +255.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling