+91.5%
CRWD vs IGV
+17.0%
+74.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.2% | 0.0% |
| 7D | +2.2% | -1.5% | +3.7% | +4.2% |
| 30D | -7.7% | -3.0% | -4.7% | -3.1% |
| 3M | +28.9% | +9.6% | +19.3% | +19.0% |
| 6M | +91.5% | +16.1% | +75.3% | +66.2% |
| All | +91.5% | +17.0% | +74.5% | +66.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling