+1,325.8%
CRWD vs NVT
+683.3%
+642.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.6% | -5.7% | -2.6% |
| 7D | -3.0% | +4.1% | -7.1% | -4.4% |
| 30D | -6.8% | -5.1% | -1.7% | -5.3% |
| 3M | +19.6% | -1.2% | +20.8% | +18.7% |
| 6M | +87.1% | +46.6% | +40.5% | +60.1% |
| YTD | +76.4% | +60.0% | +16.4% | +45.3% |
| 1Y | +90.8% | +70.8% | +20.0% | +53.1% |
| 3Y | +380.0% | +187.5% | +192.4% | +212.1% |
| 5Y | +215.6% | +426.1% | -210.5% | +72.7% |
| All | +1,325.8% | +683.3% | +642.5% | +615.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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