+216.7%
CRWD vs IBB
+20.0%
+196.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | +0.4% |
| 7D | -2.3% | -1.7% | -0.7% | -1.0% |
| 30D | -2.1% | +4.9% | -6.9% | -6.9% |
| 3M | +27.5% | +24.2% | +3.3% | +3.7% |
| 6M | +95.8% | +23.8% | +72.0% | +57.9% |
| YTD | +79.2% | +23.0% | +56.3% | +45.0% |
| 1Y | +96.3% | +46.2% | +50.1% | +33.4% |
| 3Y | +399.8% | +64.8% | +335.0% | +184.2% |
| 5Y | +216.7% | +20.9% | +195.8% | +148.8% |
| All | +216.7% | +20.0% | +196.8% | +148.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling