+80.6%
CRWD vs IYR
+12.4%
+68.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.6% | -0.1% |
| 7D | -9.6% | +6.9% | -16.5% | -6.8% |
| 30D | -11.6% | +10.2% | -21.9% | -7.8% |
| 3M | +14.1% | -0.3% | +14.4% | +13.6% |
| 6M | +105.4% | +3.6% | +101.8% | +107.5% |
| YTD | +105.6% | +12.5% | +93.2% | +102.5% |
| 1Y | +80.6% | +12.4% | +68.1% | +77.9% |
| All | +80.6% | +12.4% | +68.2% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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