+8.1%
GE vs IWD
+29.9%
-21.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.0% | +1.8% | +0.9% |
| 7D | +6.3% | +1.3% | +5.0% | +4.4% |
| 30D | +8.9% | +3.6% | +5.3% | +3.7% |
| 3M | -9.2% | +2.3% | -11.5% | -12.1% |
| 6M | +13.2% | +13.0% | +0.2% | -6.5% |
| YTD | +9.4% | +26.2% | -16.8% | -21.7% |
| All | +8.1% | +29.9% | -21.8% | -24.2% |
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