+71.8%
GH vs IWD
+33.0%
+38.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.6% | -6.3% | -6.4% |
| 7D | -7.7% | +2.5% | -10.2% | -10.2% |
| 30D | -10.0% | +6.0% | -15.9% | -15.9% |
| 3M | +5.5% | +3.8% | +1.7% | +0.8% |
| 6M | +84.9% | +16.3% | +68.6% | +48.4% |
| YTD | +65.0% | +27.5% | +37.6% | +20.3% |
| 1Y | +71.8% | +32.8% | +39.0% | +21.0% |
| All | +71.8% | +33.0% | +38.7% | +21.0% |
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