+1,325.8%
CRWD vs IOVA
-54.6%
+1,380.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.7% | -6.7% | -1.8% |
| 7D | -3.0% | -2.2% | -0.8% | -2.7% |
| 30D | -6.8% | +27.6% | -34.4% | -10.4% |
| 3M | +19.6% | +117.2% | -97.6% | +4.6% |
| 6M | +87.1% | +77.7% | +9.4% | +65.5% |
| YTD | +76.4% | +215.0% | -138.6% | +40.8% |
| 1Y | +90.8% | +255.4% | -164.6% | +47.0% |
| 3Y | +380.0% | +42.6% | +337.4% | +252.0% |
| 5Y | +215.6% | -62.2% | +277.9% | +175.8% |
| All | +1,325.8% | -54.6% | +1,380.4% | +938.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling