+21.9%
GE vs IWD
+29.1%
-7.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | +0.5% |
| 7D | +1.2% | -0.2% | +1.3% | +1.3% |
| 30D | -9.5% | -0.8% | -8.7% | -8.6% |
| 3M | +4.1% | +8.0% | -3.9% | -7.0% |
| 6M | +3.9% | +18.2% | -14.3% | -18.4% |
| YTD | +9.0% | +22.3% | -13.3% | -16.5% |
| All | +21.9% | +29.1% | -7.2% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling