+5,725.6%
ETN vs IWD
+726.5%
+4,999.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.1% | +4.2% |
| 7D | +2.0% | -0.3% | +2.3% | +2.3% |
| 30D | -7.9% | +0.6% | -8.5% | -8.6% |
| 3M | -1.6% | +7.2% | -8.8% | -9.0% |
| 6M | +16.9% | +16.2% | +0.7% | -0.9% |
| YTD | +30.1% | +23.3% | +6.7% | +3.3% |
| 1Y | +19.3% | +29.6% | -10.3% | -10.2% |
| 3Y | +82.5% | +70.5% | +12.1% | +2.1% |
| 5Y | +166.8% | +73.5% | +93.4% | +47.0% |
| 10Y | +649.7% | +198.3% | +451.4% | +135.1% |
| All | +5,725.6% | +726.5% | +4,999.1% | +586.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling