+177.8%
ETN vs IWD
+72.9%
+104.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -0.9% |
| 7D | +6.2% | -1.2% | +7.4% | +7.8% |
| 30D | -6.7% | -1.6% | -5.0% | -4.8% |
| 3M | +3.6% | +7.0% | -3.4% | -4.9% |
| 6M | +18.3% | +17.0% | +1.4% | -2.2% |
| YTD | +31.5% | +21.6% | +9.8% | +3.8% |
| 1Y | +20.6% | +28.0% | -7.4% | -10.3% |
| 3Y | +82.5% | +70.6% | +12.0% | -1.8% |
| 5Y | +177.8% | +73.3% | +104.4% | +46.9% |
| All | +177.8% | +72.9% | +104.8% | +46.9% |
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