+1,348.4%
CRWD vs IGV
+143.2%
+1,205.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | +1.0% |
| 7D | -2.3% | -3.3% | +1.0% | +2.2% |
| 30D | -2.1% | 0.0% | -2.0% | -0.8% |
| 3M | +27.5% | +7.3% | +20.2% | +17.3% |
| 6M | +95.8% | +16.7% | +79.1% | +61.5% |
| YTD | +79.2% | -2.8% | +82.1% | +89.0% |
| 1Y | +96.3% | -6.7% | +102.9% | +118.7% |
| 3Y | +399.8% | +41.1% | +358.7% | +233.8% |
| 5Y | +216.7% | +22.0% | +194.7% | +166.5% |
| All | +1,348.4% | +143.2% | +1,205.2% | +435.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling