+1,325.8%
CRWD vs IYR
+37.0%
+1,288.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.5% |
| 7D | -3.0% | -1.4% | -1.6% | -2.2% |
| 30D | -6.8% | -2.7% | -4.1% | -5.4% |
| 3M | +19.6% | -2.1% | +21.7% | +20.6% |
| 6M | +87.1% | +3.6% | +83.5% | +81.1% |
| YTD | +76.4% | +8.1% | +68.3% | +65.8% |
| 1Y | +90.8% | +4.7% | +86.1% | +82.7% |
| 3Y | +380.0% | +29.1% | +350.9% | +293.8% |
| 5Y | +215.6% | +6.9% | +208.7% | +194.3% |
| All | +1,325.8% | +37.0% | +1,288.8% | +1,121.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling