+4,177.7%
DELL vs IWD
+195.0%
+3,982.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.9% |
| 7D | +8.7% | -1.2% | +9.9% | +10.2% |
| 30D | +16.9% | -1.6% | +18.5% | +19.2% |
| 3M | +40.4% | +7.0% | +33.4% | +29.4% |
| 6M | +267.1% | +17.0% | +250.1% | +207.0% |
| YTD | +329.1% | +21.6% | +307.5% | +244.9% |
| 1Y | +346.9% | +28.0% | +318.9% | +239.5% |
| 3Y | +696.6% | +70.6% | +626.1% | +351.1% |
| 5Y | +1,106.2% | +73.3% | +1,032.8% | +582.3% |
| 10Y | +4,177.7% | +200.5% | +3,977.2% | +1,441.6% |
| All | +4,177.7% | +195.0% | +3,982.7% | +1,441.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling