+78.8%
CNQ vs IWD
+70.9%
+7.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -1.2% |
| 7D | +0.1% | -0.8% | +0.9% | +0.7% |
| 30D | +6.2% | -0.8% | +7.0% | +6.7% |
| 3M | +12.4% | +6.9% | +5.4% | +6.5% |
| 6M | +9.0% | +18.3% | -9.3% | -5.3% |
| YTD | +52.2% | +22.4% | +29.9% | +27.9% |
| 1Y | +65.0% | +27.4% | +37.6% | +33.2% |
| 3Y | +78.8% | +71.2% | +7.7% | +6.4% |
| All | +78.8% | +70.9% | +7.9% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling