+268.6%
GE vs IWD
+78.7%
+189.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.2% |
| 7D | +7.1% | -0.5% | +7.6% | +7.8% |
| 30D | +6.5% | +2.7% | +3.8% | +3.1% |
| 3M | -13.6% | +0.9% | -14.5% | -14.5% |
| 6M | +6.0% | +10.5% | -4.6% | -6.7% |
| YTD | +5.4% | +23.7% | -18.3% | -19.0% |
| 1Y | +6.5% | +28.7% | -22.3% | -22.0% |
| 3Y | +268.6% | +79.7% | +188.9% | +102.4% |
| All | +268.6% | +78.7% | +189.8% | +102.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling