-5.5%
ETN vs IWD
+33.0%
-38.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +2.6% | -12.5% | -13.5% |
| 7D | -10.1% | +2.5% | -12.7% | -13.7% |
| 30D | -18.4% | +6.0% | -24.3% | -25.9% |
| 3M | -20.4% | +3.8% | -24.2% | -25.3% |
| 6M | -16.0% | +16.3% | -32.3% | -36.2% |
| YTD | +11.8% | +27.5% | -15.7% | -27.5% |
| 1Y | -5.5% | +32.8% | -38.3% | -43.5% |
| All | -5.5% | +33.0% | -38.5% | -43.5% |
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