+384.9%
CRWD vs IGV
+38.0%
+346.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.3% |
| 7D | -2.8% | -5.4% | +2.5% | +4.5% |
| 30D | -5.9% | -2.6% | -3.3% | -1.3% |
| 3M | +29.0% | +10.5% | +18.5% | +14.6% |
| 6M | +91.5% | +18.2% | +73.3% | +55.6% |
| YTD | +78.2% | -4.2% | +82.5% | +92.9% |
| 1Y | +96.6% | -9.8% | +106.5% | +131.6% |
| All | +384.9% | +38.0% | +346.9% | +227.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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