+67.3%
ETN vs IWD
+84.7%
-17.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | +10.1% | +1.7% | +8.4% | +7.7% |
| 30D | -15.9% | +3.2% | -19.1% | -19.7% |
| 3M | -21.7% | +2.3% | -24.0% | -24.4% |
| 6M | -10.1% | +12.9% | -23.0% | -24.4% |
| YTD | +14.0% | +26.2% | -12.2% | -17.2% |
| 1Y | -1.7% | +28.3% | -30.0% | -30.0% |
| All | +67.3% | +84.7% | -17.4% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling