+109.1%
CNC vs IWD
+27.7%
+81.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.3% |
| 7D | -3.9% | -2.3% | -1.5% | -1.9% |
| 30D | +0.8% | -1.8% | +2.6% | +2.4% |
| 3M | +0.1% | +8.0% | -7.9% | -6.0% |
| 6M | +79.7% | +17.0% | +62.7% | +54.2% |
| YTD | +58.9% | +21.3% | +37.7% | +29.4% |
| 1Y | +109.1% | +27.9% | +81.2% | +51.5% |
| All | +109.1% | +27.7% | +81.5% | +51.5% |
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