+319.1%
DELL vs IWD
+30.5%
+288.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.6% |
| 7D | +14.9% | -0.3% | +15.2% | +15.5% |
| 30D | +13.3% | +0.6% | +12.7% | +12.2% |
| 3M | +24.4% | +7.2% | +17.2% | +10.3% |
| 6M | +258.0% | +16.2% | +241.8% | +175.1% |
| YTD | +320.2% | +23.3% | +296.9% | +198.5% |
| 1Y | +319.1% | +29.6% | +289.5% | +182.5% |
| All | +319.1% | +30.5% | +288.6% | +182.5% |
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