-4.9%
EQT vs IWD
+33.0%
-37.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | -3.5% |
| 7D | -6.6% | +2.5% | -9.1% | -6.9% |
| 30D | +2.7% | +6.0% | -3.2% | +1.6% |
| 3M | -0.2% | +3.8% | -3.9% | -0.8% |
| 6M | -10.6% | +16.3% | -26.9% | -13.4% |
| YTD | -1.2% | +27.5% | -28.6% | -10.2% |
| 1Y | -4.9% | +32.8% | -37.7% | -18.9% |
| All | -4.9% | +33.0% | -37.9% | -18.9% |
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