+80.6%
CRWD vs IVZ
+30.5%
+50.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.2% | -5.7% | -2.9% |
| 7D | -9.6% | +2.6% | -12.3% | -10.4% |
| 30D | -11.6% | -3.5% | -8.1% | -10.6% |
| 3M | +14.1% | -7.4% | +21.5% | +17.2% |
| 6M | +105.4% | +14.7% | +90.7% | +95.8% |
| YTD | +105.6% | +14.6% | +91.0% | +95.5% |
| 1Y | +80.6% | +30.7% | +49.8% | +69.4% |
| All | +80.6% | +30.5% | +50.0% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling