+218.9%
CRWD vs IOVA
-66.4%
+285.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +4.0% | +0.8% |
| 7D | -2.8% | -6.4% | +3.6% | -2.3% |
| 30D | -5.9% | +25.4% | -31.3% | -8.2% |
| 3M | +29.0% | +115.3% | -86.4% | +17.6% |
| 6M | +91.5% | +56.5% | +34.9% | +78.5% |
| YTD | +78.2% | +198.2% | -119.9% | +52.9% |
| 1Y | +96.6% | +242.0% | -145.4% | +64.1% |
| 3Y | +397.0% | +36.8% | +360.2% | +299.4% |
| 5Y | +218.9% | -64.3% | +283.1% | +192.9% |
| All | +218.9% | -66.4% | +285.3% | +192.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling