+171.5%
IWD vs ACI
+32.1%
+139.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.6% |
| 7D | -0.6% | -5.3% | +4.8% | -0.1% |
| 30D | +3.6% | +5.0% | -1.4% | +3.1% |
| 3M | +2.7% | +7.5% | -4.9% | +1.9% |
| 6M | +13.2% | -16.0% | +29.2% | +14.4% |
| YTD | +26.8% | -20.6% | +47.4% | +28.5% |
| 1Y | +29.3% | -23.5% | +52.8% | +31.6% |
| 3Y | +85.1% | -32.1% | +117.3% | +90.0% |
| 5Y | +74.2% | -42.5% | +116.7% | +79.0% |
| All | +171.5% | +32.1% | +139.3% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling