+122.8%
CRWV vs IWD
+37.1%
+85.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -5.6% |
| 7D | +5.4% | -2.3% | +7.7% | +10.2% |
| 30D | -1.3% | -1.8% | +0.5% | +1.8% |
| 3M | -6.8% | +8.0% | -14.8% | -21.1% |
| 6M | +19.0% | +17.0% | +2.0% | -15.3% |
| YTD | +24.5% | +21.3% | +3.2% | -16.8% |
| 1Y | -23.9% | +27.9% | -51.9% | -54.4% |
| All | +122.8% | +37.1% | +85.7% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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