+399.8%
CRWD vs IWD
+71.7%
+328.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.5% |
| 7D | -2.3% | -0.2% | -2.2% | -2.1% |
| 30D | -2.1% | -0.8% | -1.3% | -1.2% |
| 3M | +27.5% | +8.0% | +19.5% | +16.4% |
| 6M | +95.8% | +18.2% | +77.6% | +59.9% |
| YTD | +79.2% | +22.3% | +56.9% | +39.8% |
| 1Y | +96.3% | +28.9% | +67.4% | +43.3% |
| 3Y | +399.8% | +71.5% | +328.2% | +164.9% |
| All | +399.8% | +71.7% | +328.1% | +164.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling