+62.8%
CNQ vs IWD
+33.0%
+29.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.6% | -10.0% | -6.2% |
| 7D | -9.4% | +2.5% | -12.0% | -8.3% |
| 30D | +2.8% | +6.0% | -3.2% | +5.1% |
| 3M | +8.5% | +3.8% | +4.7% | +10.2% |
| 6M | +6.4% | +16.3% | -9.9% | +11.3% |
| YTD | +50.9% | +27.5% | +23.4% | +58.8% |
| 1Y | +62.8% | +32.8% | +30.0% | +70.7% |
| All | +62.8% | +33.0% | +29.8% | +70.7% |
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