+3.6%
DUK vs IWD
+28.3%
-24.8%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -0.1% | -1.2% | +1.1% | 0.0% |
| 30D | +0.2% | -1.6% | +1.9% | +0.3% |
| 3M | -1.9% | +7.0% | -8.9% | -2.1% |
| 6M | -6.5% | +17.0% | -23.5% | -6.8% |
| YTD | +5.4% | +21.6% | -16.2% | +4.8% |
| 1Y | +3.6% | +28.0% | -24.4% | +2.9% |
| All | +3.6% | +28.3% | -24.8% | +2.9% |
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