+122.5%
CRWV vs IJH
+28.0%
+94.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -1.8% |
| 7D | -0.4% | -1.9% | +1.4% | +3.5% |
| 30D | -17.4% | -4.6% | -12.8% | -8.5% |
| 3M | -7.1% | -1.2% | -5.9% | -2.8% |
| 6M | +8.6% | +9.4% | -0.8% | -6.9% |
| YTD | +24.3% | +13.3% | +10.9% | +1.0% |
| 1Y | -21.0% | +13.4% | -34.4% | -35.4% |
| All | +122.5% | +28.0% | +94.5% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 5y: compounded portfolio wealth divided by compounded IJH 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…
5y analysis · Full analysis span regression · 6 months rolling