+1,485.3%
CRWD vs IWD
+144.5%
+1,340.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +5.8% | +1.7% | +4.1% | +4.3% |
| 30D | -12.0% | +3.2% | -15.2% | -14.4% |
| 3M | +3.6% | +2.3% | +1.4% | +1.6% |
| 6M | +68.3% | +12.9% | +55.4% | +51.1% |
| YTD | +96.2% | +26.2% | +69.9% | +58.7% |
| 1Y | +68.4% | +28.3% | +40.2% | +34.4% |
| 3Y | +368.4% | +84.4% | +284.0% | +175.4% |
| 5Y | +223.4% | +73.0% | +150.4% | +103.1% |
| All | +1,485.3% | +144.5% | +1,340.8% | +639.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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