+34.0%
CDE vs IWD
+28.9%
+5.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -1.5% |
| 7D | -3.1% | -0.8% | -2.3% | -0.8% |
| 30D | +9.5% | -0.8% | +10.3% | +12.2% |
| 3M | +25.5% | +6.9% | +18.6% | +2.6% |
| 6M | -7.9% | +18.3% | -26.2% | -42.4% |
| YTD | +15.6% | +22.4% | -6.8% | -30.2% |
| 1Y | +34.0% | +27.4% | +6.6% | -24.9% |
| All | +34.0% | +28.9% | +5.1% | -24.9% |
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