+29.0%
ALL vs IWD
+28.8%
+0.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.5% | -2.3% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | -4.7% | -0.8% | -3.9% | -4.6% |
| 3M | +18.4% | +8.0% | +10.3% | +18.1% |
| 6M | +20.5% | +18.2% | +2.3% | +17.3% |
| YTD | +23.5% | +22.3% | +1.2% | +17.5% |
| 1Y | +29.0% | +28.9% | +0.1% | +17.9% |
| All | +29.0% | +28.8% | +0.2% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling