-43.3%
CHWY vs IWD
+28.9%
-72.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.7% |
| 7D | -13.6% | -0.8% | -12.8% | -13.0% |
| 30D | -8.5% | -0.8% | -7.7% | -7.9% |
| 3M | +8.9% | +6.9% | +2.0% | +4.2% |
| 6M | -20.5% | +18.3% | -38.8% | -30.1% |
| YTD | -38.2% | +22.4% | -60.5% | -44.8% |
| 1Y | -43.3% | +27.4% | -70.7% | -49.4% |
| All | -43.3% | +28.9% | -72.2% | -49.4% |
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