+5.4%
B vs IWD
+28.9%
-23.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -1.1% |
| 7D | -7.3% | +2.3% | -9.6% | -11.1% |
| 30D | -3.3% | +3.6% | -6.9% | -9.8% |
| 3M | -7.8% | +2.2% | -9.9% | -11.6% |
| 6M | -15.5% | +13.0% | -28.5% | -33.4% |
| YTD | -12.3% | +26.5% | -38.8% | -41.3% |
| 1Y | +5.4% | +30.1% | -24.8% | -31.9% |
| All | +5.4% | +28.9% | -23.5% | -31.9% |
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