+1,462.8%
CRWD vs IOVA
-59.0%
+1,521.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.6% |
| 7D | +4.5% | -3.5% | +8.0% | +4.9% |
| 30D | -9.1% | -45.4% | +36.3% | -2.9% |
| 3M | +0.5% | +19.0% | -18.5% | -4.4% |
| 6M | +61.1% | +112.0% | -50.9% | +37.5% |
| YTD | +93.4% | +184.2% | -90.9% | +53.3% |
| 1Y | +71.1% | +222.0% | -150.9% | +32.2% |
| 3Y | +351.1% | +92.6% | +258.5% | +205.6% |
| 5Y | +218.8% | -63.2% | +282.0% | +173.7% |
| All | +1,462.8% | -59.0% | +1,521.9% | +1,030.6% |
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