+202.9%
CDE vs IWD
+72.9%
+130.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.7% |
| 7D | -2.0% | -1.2% | -0.8% | +0.2% |
| 30D | +15.7% | -1.6% | +17.3% | +19.3% |
| 3M | +30.5% | +7.0% | +23.5% | +16.4% |
| 6M | -7.4% | +17.0% | -24.4% | -28.3% |
| YTD | +17.9% | +21.6% | -3.7% | -13.6% |
| 1Y | +46.7% | +28.0% | +18.7% | -0.9% |
| 3Y | +851.3% | +70.6% | +780.7% | +306.7% |
| 5Y | +202.9% | +73.3% | +129.6% | +32.8% |
| All | +202.9% | +72.9% | +130.0% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling