+21.8%
GLW vs IWD
+28.1%
-6.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.4% |
| 7D | -13.9% | -0.5% | -13.5% | -12.7% |
| 30D | -35.0% | +2.7% | -37.6% | -38.8% |
| 3M | -32.4% | +0.9% | -33.2% | -34.2% |
| 6M | -41.3% | +10.5% | -51.9% | -55.7% |
| YTD | +21.8% | +23.7% | -1.9% | -27.9% |
| 1Y | +21.8% | +28.7% | -6.9% | -33.2% |
| All | +21.8% | +28.1% | -6.3% | -33.2% |
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