+360.0%
CRWD vs IVV
+78.8%
+281.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.6% |
| 7D | -7.7% | -0.6% | -7.1% | -6.5% |
| 30D | -17.9% | -3.7% | -14.3% | -12.3% |
| 3M | +0.3% | -2.7% | +3.0% | +5.7% |
| 6M | +71.1% | +2.2% | +68.9% | +67.2% |
| YTD | +92.6% | +10.9% | +81.7% | +64.9% |
| 1Y | +62.0% | +11.3% | +50.7% | +37.9% |
| 3Y | +360.0% | +76.9% | +283.1% | +107.5% |
| All | +360.0% | +78.8% | +281.2% | +107.5% |
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