+384.9%
CRWD vs IVZ
+132.2%
+252.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | -2.8% | -2.4% | -0.5% | -1.9% |
| 30D | -5.9% | +2.5% | -8.4% | -6.6% |
| 3M | +29.0% | +17.1% | +11.9% | +20.9% |
| 6M | +91.5% | +35.1% | +56.3% | +68.4% |
| YTD | +78.2% | +24.3% | +53.9% | +61.5% |
| 1Y | +96.6% | +48.7% | +48.0% | +64.6% |
| All | +384.9% | +132.2% | +252.7% | +219.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling