+125.5%
ETN vs IWD
+73.1%
+52.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | +10.1% | +1.7% | +8.4% | +7.9% |
| 30D | -15.9% | +3.2% | -19.1% | -19.4% |
| 3M | -21.7% | +2.3% | -24.0% | -24.1% |
| 6M | -10.1% | +12.9% | -23.0% | -22.8% |
| YTD | +14.0% | +26.2% | -12.2% | -14.2% |
| 1Y | -1.7% | +28.3% | -30.0% | -27.3% |
| 3Y | +67.9% | +84.4% | -16.5% | -17.8% |
| 5Y | +125.5% | +73.0% | +52.6% | +19.9% |
| All | +125.5% | +73.1% | +52.5% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling