+143.3%
DELL vs IWD
+33.0%
+110.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.4% | -12.7% |
| 7D | -24.6% | +2.5% | -27.1% | -27.6% |
| 30D | -32.5% | +6.0% | -38.5% | -38.9% |
| 3M | -20.2% | +3.8% | -24.0% | -25.0% |
| 6M | +76.5% | +16.3% | +60.1% | +33.6% |
| YTD | +198.9% | +27.5% | +171.5% | +95.7% |
| 1Y | +143.3% | +32.8% | +110.5% | +46.4% |
| All | +143.3% | +33.0% | +110.3% | +46.4% |
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