+1,340.4%
CRWD vs NVT
+648.5%
+691.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.2% |
| 7D | -2.8% | +2.0% | -4.9% | -3.6% |
| 30D | -5.9% | -7.2% | +1.3% | -3.6% |
| 3M | +29.0% | -0.9% | +29.9% | +28.0% |
| 6M | +91.5% | +42.6% | +48.9% | +65.4% |
| YTD | +78.2% | +52.9% | +25.3% | +49.2% |
| 1Y | +96.6% | +64.5% | +32.2% | +59.8% |
| 3Y | +397.0% | +178.0% | +219.0% | +227.3% |
| 5Y | +218.9% | +402.8% | -183.9% | +77.3% |
| All | +1,340.4% | +648.5% | +691.9% | +634.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling