+9.2%
EQX vs IWD
+33.0%
-23.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.6% | +10.2% | +7.0% |
| 7D | +7.6% | +2.5% | +5.1% | +2.2% |
| 30D | +0.4% | +6.0% | -5.5% | -10.8% |
| 3M | +18.0% | +3.8% | +14.2% | +9.6% |
| 6M | -18.4% | +16.3% | -34.7% | -39.4% |
| YTD | -19.3% | +27.5% | -46.8% | -47.6% |
| 1Y | +9.2% | +32.8% | -23.6% | -32.6% |
| All | +9.2% | +33.0% | -23.8% | -32.6% |
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 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