+106.7%
CRWD vs IVZ
+56.4%
+50.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.3% |
| 7D | -2.4% | +0.6% | -3.1% | -2.6% |
| 30D | +1.5% | +4.0% | -2.5% | +0.2% |
| 3M | +18.5% | +18.2% | +0.4% | +11.3% |
| 6M | +109.1% | +32.8% | +76.3% | +86.8% |
| YTD | +81.8% | +28.7% | +53.1% | +63.6% |
| 1Y | +106.7% | +55.4% | +51.3% | +59.0% |
| All | +106.7% | +56.4% | +50.2% | +59.0% |
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