+0.7%
DT vs IWD
+28.8%
-28.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.8% |
| 7D | -4.9% | -0.2% | -4.7% | -4.8% |
| 30D | +2.7% | -0.8% | +3.5% | +3.0% |
| 3M | +20.0% | +8.0% | +11.9% | +17.9% |
| 6M | +28.0% | +18.2% | +9.8% | +21.1% |
| YTD | +16.0% | +22.3% | -6.3% | +5.8% |
| 1Y | +0.7% | +28.9% | -28.2% | -15.2% |
| All | +0.7% | +28.8% | -28.1% | -15.2% |
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