+50.8%
CDE vs IWD
+30.5%
+20.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | +0.1% |
| 7D | +0.5% | -0.3% | +0.8% | +1.4% |
| 30D | +21.9% | +0.6% | +21.3% | +19.9% |
| 3M | +14.9% | +7.2% | +7.7% | -5.9% |
| 6M | -10.5% | +16.2% | -26.7% | -41.1% |
| YTD | +19.3% | +23.3% | -4.1% | -28.9% |
| 1Y | +50.8% | +29.6% | +21.2% | -14.1% |
| All | +50.8% | +30.5% | +20.3% | -14.1% |
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