-54.3%
CPNG vs IWD
+28.3%
-82.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.3% |
| 7D | -7.6% | -1.2% | -6.4% | -6.3% |
| 30D | -8.8% | -1.6% | -7.2% | -7.0% |
| 3M | -7.2% | +7.0% | -14.2% | -14.7% |
| 6M | -21.5% | +17.0% | -38.5% | -35.2% |
| YTD | -37.4% | +21.6% | -59.1% | -49.5% |
| 1Y | -54.3% | +28.0% | -82.3% | -64.8% |
| All | -54.3% | +28.3% | -82.7% | -64.8% |
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 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