+399.8%
CRWD vs IVV
+79.1%
+320.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.4% |
| 7D | -2.3% | +0.5% | -2.9% | -3.1% |
| 30D | -2.1% | -1.0% | -1.1% | -0.2% |
| 3M | +27.5% | +3.9% | +23.7% | +20.6% |
| 6M | +95.8% | +14.5% | +81.3% | +57.9% |
| YTD | +79.2% | +12.9% | +66.3% | +48.2% |
| 1Y | +96.3% | +19.4% | +76.9% | +48.5% |
| 3Y | +399.8% | +78.8% | +321.0% | +99.2% |
| All | +399.8% | +79.1% | +320.7% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 3y: compounded portfolio wealth divided by compounded IVV 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…
3y analysis · Full analysis span regression · 6 months rolling