-61.8%
CRWV vs IVZ
+19.8%
-81.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -8.0% | -1.8% | -2.3% |
| 7D | -28.1% | -6.7% | -21.4% | -23.3% |
| 30D | -52.4% | -10.9% | -41.5% | -46.7% |
| 3M | -51.4% | -14.8% | -36.6% | -43.6% |
| 6M | -65.9% | +2.4% | -68.3% | -66.0% |
| YTD | -39.0% | +5.4% | -44.5% | -44.9% |
| 1Y | -61.8% | +19.6% | -81.4% | -69.6% |
| All | -61.8% | +19.8% | -81.6% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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