+19.3%
EFA vs IWD
+28.3%
-9.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -0.5% | -1.2% | +0.7% | +0.8% |
| 30D | -1.3% | -1.6% | +0.3% | +0.4% |
| 3M | +5.2% | +7.0% | -1.8% | -2.7% |
| 6M | +9.4% | +17.0% | -7.6% | -8.4% |
| YTD | +12.7% | +21.6% | -8.9% | -8.4% |
| 1Y | +19.3% | +28.0% | -8.7% | -7.3% |
| All | +19.3% | +28.3% | -9.1% | -7.3% |
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