+5,006.6%
ETN vs IWD
+745.9%
+4,260.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +10.1% | +1.7% | +8.4% | +8.1% |
| 30D | -15.9% | +3.2% | -19.1% | -19.1% |
| 3M | -21.7% | +2.3% | -24.0% | -23.9% |
| 6M | -10.1% | +12.9% | -23.0% | -21.7% |
| YTD | +14.0% | +26.2% | -12.2% | -12.0% |
| 1Y | -1.7% | +28.3% | -30.0% | -25.3% |
| 3Y | +67.9% | +84.4% | -16.5% | -14.3% |
| 5Y | +125.5% | +73.0% | +52.6% | +24.2% |
| 10Y | +553.3% | +203.3% | +349.9% | +100.0% |
| All | +5,006.6% | +745.9% | +4,260.7% | +484.4% |
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