+72.9%
IWD vs ACWI
+58.8%
+14.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -0.1% |
| 7D | +1.3% | +0.3% | +0.9% | +1.0% |
| 30D | +3.6% | -2.8% | +6.4% | +5.9% |
| 3M | +2.3% | -3.2% | +5.5% | +4.9% |
| 6M | +13.0% | +1.3% | +11.8% | +11.5% |
| YTD | +26.2% | +11.2% | +15.0% | +15.0% |
| 1Y | +30.5% | +13.8% | +16.7% | +16.6% |
| 3Y | +86.2% | +76.2% | +10.0% | +14.2% |
| 5Y | +72.9% | +59.5% | +13.4% | +13.3% |
| All | +72.9% | +58.8% | +14.1% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling