+1,325.8%
CRWD vs IVZ
+117.5%
+1,208.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.4% |
| 7D | -3.0% | -2.4% | -0.6% | -2.2% |
| 30D | -6.8% | +3.0% | -9.8% | -7.5% |
| 3M | +19.6% | +14.9% | +4.7% | +14.2% |
| 6M | +87.1% | +36.7% | +50.3% | +68.4% |
| YTD | +76.4% | +25.7% | +50.7% | +62.7% |
| 1Y | +90.8% | +47.7% | +43.1% | +66.6% |
| 3Y | +380.0% | +138.8% | +241.2% | +251.8% |
| 5Y | +215.6% | +62.1% | +153.5% | +150.6% |
| All | +1,325.8% | +117.5% | +1,208.3% | +1,093.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling